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Finding a related form
14.1.0 The Find Related icon provides a convenient way for users to fi...
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Managing column visibility
The Column Chooser lets users toggle the display of columns. Users can choose...
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Creating a view
A Grid View allows users to preserve the layout of a grid or tree. The scope ...
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Selecting a view
Users can recall views created and saved for each grid or tree within the Ins...
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Renaming a view
Within the Insight client, there will be instances when a user wishes to rena...
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Resetting a view
A view can be reset to its previously saved version. To reset a view: Right-...
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Deleting a view
Views that are no longer needed can be permanently deleted from the Insight c...
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Grouping data
Within the Insight platform, users have the ability to group data together by...
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Sorting columns
Users can sort the values in a column by Ascending or Descending order.To Sor...
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Fixing columns
Fixing columns lets users freeze one or more columns in place. This can be do...
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Expanding columns
When working in a grid, it is common for a row value to be longer than the wi...
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Summarizing data
Summaries are used to aggregate data in grids, on the fly. Users can display ...
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Filter from a column header
From a Column Header, users can filter data by value. By selecting the Filter...
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Filtering data with filter row
Filter Row lets users modify the presentation of data by assigning combinatio...
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Exporting to PDF or Excel
Users can export data outside of the Insight client and into a PDF or Excel d...
Insight