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Grid Tutorial

A grid can be thought of as a window into the data stored in the system. The are 5 grids in eC: the Vol, Opp, and Org profiles, the Log Book, and the Calendar.

Grids Beginner Tutorial

(20 min)

 

Grid Glossary

Grid
A window into the data that is stored in the system. The are 5 grids in eC: the Vol, Opp, and Org profiles, the Log Book, and the Calendar.

Saved Grid
A grid that you will reference more than once that can be opened and view from your Saved Grids List dropdown menu.

Column Sort
Display data in your grid based on a sorting columns from A-Z, Z-A, oldest to newest, etc.

Column Search
Find and filter your data by searching for keywords, date ranges, or dropdown choices in a field.

Filter
A subset of the grid that lets you display data based on certain criteria.

Shift Information on Grids

Note: For all grid fields that contain shift information into the future, there is a system setting that controls how far into the future the grid should display.

In the Administrative Options menu under the General tab, you’ll find a setting that lets you choose how far into the future the calendar grid looks. If shifts are missing, just make sure they fall within the timeframe you’ve selected there.