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The Grid View presents your search results in a compact list to efficiently view many records at a glance. From the Grid View, you can easily sort your results by one or more columns in ascending or descending order. You can pin or hide columns as needed. You can export the results to your favorite spreadsheet application for custom reports. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.

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Add intro... For example, now you can search for invoices with invoice amounts over $1000 in then click a “New” tab to see only those invoices that are both new and over $1000.

  • View Tabs – New to the web client, in the Grid View …
    “Tabs are only available on the grid. If “Display View Tabs” is on (set by admin) and view tabs are set with the correct colors in web admin, tabs will be shown. The tabs should contain the name, and number of records. The color representing the tabs will show in the bottom border of the tab.

    If no tabs are expected, the entire space will be taken up by the grid.”


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Monitor Audit Trails

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