CNFS Reports - Layout: How to Customize the Layout of a Page

How to Customize the Layout of a Page

You can customize the layout of many of the main pages in the Offering module to meet your needs.


Changing Column Widths

Rearranging Columns

Sorting the Display of Records

Changing the Number of Records Displayed Per Page

Permanently Saving Layout Changes

Resetting the Layout to the Default Configuration

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Changing Column Widths

On the Fund ManagementPledge Management, and Giving History pages, you can easily change the width of a column to make it wider or narrower.

  1. Position your mouse pointer on the line between the column that you want to widen (or narrow) and the column next to it.

A double-arrow cursor is displayed at the boundary line between the two columns, as shown in the following illustration:

  1. Click the left mouse button and drag the boundary line right or left to respectively widen or narrow the column to the left of the cursor.

  2. Release the mouse button after the column is the width that you want it to be.

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Rearranging Columns

You can rearrange the columns in the layout to suit your particular preference for viewing information. After rearranging the columns, you can permanently save your new layout so that the next time you display the page, your new layout is displayed.

  1. Click and hold the left mouse button while dragging the desired column to a new location.

As you drag the column, a double-arrow cursor is displayed at each boundary between the columns. This special cursor lets you know where you can release the mouse button to relocate the column.

In the above illustration, the user wants to relocate the Description column between the Fund # and Start Date columns. The double-arrow cursor marks the exact location where the column can be placed.

  1. When the column is in the desired location, release the left mouse button.

The content reloads and the column appears in its new location (between the Fund # and Start Date), as shown in this illustration:

If desired, you can permanently save your column changes so that they are in effect the next time you display the page or you can reset the layout to the default configuration.

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Sorting the Display of Records

You can sort the display of records by clicking any one of the column headings. For example, to sort the Fund list by fund descriptions, click the Description column heading:

A sort icon appears to the right of the column name to indicate the column you are sorting on and the direction of the sort:

sorts in ascending order such that successively higher values (numeric or alphabetic) are displayed as you proceed down the page. For alphabetic sorts, ascending order is from A to Z. For numeric sorts, ascending order is from 0 to 9.

sorts in descending order such that successively lower values (numeric or alphabetic) are displayed as you proceed down the list. For alphabetic sorts, descending order is from Z to A. For numeric sorts, descending order is from 9 to 0.

On some pages, you can permanently save your sort settings so that they are in effect the next time you display the page. Or, you can reset the layout to the default configuration.

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Changing the Number of Records Displayed Per Page

By default, ten records are displayed per page. To change the number of records that you can view on each page, select the desired option from the # Records box:

 To speed up page loading, select a lower value.

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Permanently Saving Layout Changes

If desired, you can permanently save your new layout (sort settings and column changes) on the Fund Management List, Pledge Management, and Contribution List  pages so that they are in effect the next time you display them. To do this, click .

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Resetting the Layout to the Default Configuration

To reset the layout to the original view (default settings), click .

 

Related Topics

About the Fund Management Page

About the Pledge Management Page

About the Contribution List Page

About the Giving History Page

How to Apply Column Filters to a List

 

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