Posts tagged Grid
Friday Feature - Grids, A Quick Video

After Terri's awesome Tips and Tricks webinar, she asked if I could grant a customer's request for a quick video about Escape Online grids. Request granted! Check it out.

In less than two minutes, you will know how to get your data onto the grid and manipulate by sorting, grouping, filtering and selecting different data.




Friday Feature - Codes vs. Descriptions

In this new world of customization, with everything from the Starbucks coffee you are drinking to the playlists on your iPod, people want custom, well, everything, including their Escape Online reports. Now, our "standard" reports and snapshots give users a lot of options, but so did the CDs of your favorite bands.  But you weren't satisfied with their choice of options and you created your own playlist.

We give you a similar option with grids.  It is really simple.  Use the search page to create a list of records, then click the Grid button so you can "play" with the list and make a report that is custom-made just for you.

Say that you are a numbers person.  You don't need no stinking descriptions.  You know that vendor #054035 is Amazon.com.  Why waste space on your report with all those descriptions?  Just give me the facts, ma'am.

On the other hand, say that you are a visual person.  You want descriptions, not numbers.  You know who Amazom.com is, but 054035, really? Why waste space on your report with all those numbers?  Just show me the data.

The way you create these custom reports requires only a couple of clicks of the mouse, right-mouse clicking on the title of any column and then selecting from a drop-down list which columns you want (only descriptions) and which ones you don't (no codes, thank you very much). Then, click the Make Report option from the Reports task.

So, whether you are a numbers person or a visual person (or both!), you can get the data you need without the data you don't!




Friday Feature - Amazing Custom Exports

Escape Online 5 is great for managing your data and creating reports, but sometimes you need to manipulate the data in a way that only Microsoft Excel can do. There are several ways to export your data from Escape Online to Excel. Today I am going to focus on doing this from the grid. The grid allows you to pick and choose the columns of data from the master record. You simply define your search criteria, load the list and then press Ctrl+G to display the grid in your workspace. Once on the grid, you can add or delete columns from the grid, laying out just the data you are interested in.

Just right-mouse click on a column heading to define which columns you want to export.

Once you have the perfect data, you are ready to export. The Export button exports the entire grid, including column headings, filtering, grouping line items and total line items. The best way to “prep” your grid is to leave all of the grouping and filtering for Excel: just export the raw data so you have all of the options available in your spreadsheet.

Now you have all of the power of Excel with all of the data of Escape Online.

Now you can use this spreadsheet for a mail merge to employees, a detailed analysis for budgeting, or an export to a third-party system. Amazing!