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Manipulating data in the data grid

Every data grid within Advocate for Organization Admins and Program Admins offers the ability to filter, sort, and rearrange columns. Learn more about using data grids in Advocate ->

For this example, let's look at the Manage Applications tab for a fictional Organization Admin working with purely Fictional user and Program data.

You can see a few options right about the data grid. They Are:

  • Refresh

  • Columns

  • Filters

  • and Export (we'll worry about this later)

Refresh:

Renders an updated view of the data

Columns:

View or hide columns or data. See this example below and notice the column change:

Click 'Column' to show or hide column data. This won't change your records.
For this example we will hide 3 elements
Notice the column change?
Click off the dialog box to close the filter option.

When you are done, if you want to revert the column view, just click 'show all' or refresh the page.

Pro Tip: If you hide the 'Actions' column, you will lose the ability to View, edit or review applications from the data grid.

Filters:

You can filter the data according to key words. Filters can always be removed and won't affect the underlying data.

Click 'Filter' to explore the different options.
You can filter the data on any Column or any logic based on the drop down options.

Export:

Download or print a .csv of the data for reporting or offline tracking.

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