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Getting Started: Customizing Grids

You can choose what information displays in the grids you use. 

How to Customize Grid Columns:

  1. From the Project Home, click View/Edit for the grid you wish to customize (Supporters, Sales, Payments, Items, Packages).
  2. At the bottom of the page, there is a Configure Columns button.

To Remove a Column:

  1. In the Columns to Display area, click the column you wish to remove.
  2. Click the arrow that points towards the Columns to Hide
    • Note that clicking the double arrow will move ALL columns to the Hide Not advised.
    • Alternatively, you can also drag and drop selections to the Columns to Hide
  3. Click OK when finished to return to your grid.

To Add a Column:

  1. In the Columns to Hide area, click the column you wish to add.
  2. Click the arrow that points towards the Columns to Display
    • Note that clicking the double arrow will move ALL columns to the Display area. Not advised.
    • Alternatively, you can also drag and drop selections to the Columns to Display
  3. Click OK when finished to return to your grid.

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How to Customize Column Order:

You can choose what order your columns display.

  1. In the Columns to Display area, select the column you wish to move.
  2. Use the Up/Down arrows on the right hand side to move the column Up or Down.
    • Alternatively, drag and drop the column where you would like it.
  3. Click OK when finished to return to your grid.

Sorting Columns:

While viewing your columns, you can sort their display order either by ascending or descending order. In order to do this, click the Column Header. A small arrow will appear next to the Column Header name, this dictates the sort order. Click again to change the arrow direction. Your Project will remember your preferences.

How to Change Column Width:

You can also change the width of a column.

  1. In the Column Header area, hover on the line between two columns. Your cursor will change to a double ended arrow.
  2. Click and drag the arrow left or right to shrink or enlarge your column.

Navigating Grids:

Here are some quick tips for navigating your grids. While viewing a grid, scroll to the bottom of your page.

  • To the left of Configure Columns, you can use the drop down menu to set Page Size. This dictates how many records are displayed on each page.
  • To the left of the Page Size drop down menu is the Page Selector. The Page Selector can quickly be used to jump between pages within your grid. The number of pages available will change dependent on the number of records being displayed.

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