The following applies to any area in GoRev where a data grid is displayed such as Coding buckets, Followup buckets, Grades, and all Reports. These features were released in GoRev v2020.02.25.
Each column in GoRev can now be filtered similar to how you can filter a table in Excel. Click the filter icon towards the top right of any column to display filterable options. The filter options presented are dependant upon the type of data found in the column (date sort differently that strings or numbers).
Most filter options have two views; a direct values and a criteria view. This is the direct values view on a numeric column:
This is the criteria view on a numeric column:
Each column can now be re-ordered by simply clicking and holding then dragging and dropping the column into the new position. In the picture below it shows dragging the “Total Payments” column so that it is now moved one column to the left.
Each column can now be resized by clicking the line in between column names and dragging to the desired column size.
Once you have all your filter options, column order, and column width settings as you like them you can save them into a permanent personal view by clicking the Filters button and then Save Layout.
Then name your view and click save:
Now your view will be permanently saved onto this specific report and accessible for you by simply clicking back into Filters and clicking My Layouts
You can also share your saved layout with all the users on your server as well as setting it as a default. To share a layout, select "Manage Report Layouts".
Once inside you have the option to Share, Set the default and delete your layouts. Highlight the layout you want and select the action to Share, Make Default For, or Delete Layout.
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at firstname.lastname@example.org
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.