Overview
Many features in the View Settings pane to the left of the grid in Items and Reports allow you to view, organise, and manipulate data. You can customize the Reports and Items pages with your favourite columns and filter your inventory.
View Settings
Click on the icon of a table with a gear to access View Settings. A pane will open where you can customize columns and filters.
Columns can be added, sorted, or removed from the grid.
Filters limit which rows are included in the grid.
Columns
To add a column to the grid, click into the box at the top of the column list. Start typing into the box to get a list of columns that include the text entered in the box.
Clicking on the dropdown arrow will give you a complete list of pre-defined columns to scroll to choose from.
Clicking on the column name adds that column to the grid.
Clicking on the question mark on the right of the column name will pop up a box with a short description of the data in that column.
To change where a column appears in the view,
hover over the column to be moved,
click on the left mouse button and
drag the column name to the new position in the list.
To remove a column from the view, click the x on the right of the column name in the Columns section.
Filters
Filters in View Settings determine which rows of data are included in the grid when synced.
In contrast, column filters are a quick way to look up a subset of rows.
To add filters, click in the box at the top of the Filters list and start typing the name of the filter. The filter names are the same as the column names. Alternatively, scroll down the list of filters and choose a filter to add.
The selected Filter is displayed in the Filters section.
Filter types
Filters in View Settings are classified as
Yes/No,
Lookup
Text,
Date
Advanced
Yes / No filters
Column value is either true or false.
Lookup filters
Choose values to filter on by clicking on the dropdown arrow in the Select box
Clicking the Exclude Selected box excludes the values in the filter from the grid.
Text filters
Text filters combine a list of possible instructions to AGR and a box for you to enter your value required. Choose the instruction and then enter the value you wish to filter on in the box.
Date filters
Date filters can be set to either dynamic date filtering or a fixed period.
Dynamic date filtering filters on dates within a period from the current date. Negative values filter on dates in the past, while positive values filter on dates in the future.
A Fixed Period filter will always filter on the selected date range.
Advanced filters
Advanced filters are a textbox filter that allows you to write a WHERE clause condition to allow for more flexible filtering.
Example use cases are:
To compare values from two different columns
example: days until stockout < lead time to find items that are in risk of stockout
To use the OR condition
example: lead time = 1 OR minimum order qty = 1 OR Item Group Lvl 2 = "No Group" to find items that are missing a registration of some data in the ERP.
Grid filters
There is also a field for filtering at the top of each column in the grid. This is a quick way to find data within the column where the filter is being applied. You can enter the text to filter on directly into this box.
Clicking on the filter icon in the column opens a dropdown menu similar to a text filter. You can use this to select on or two filters for the same column. Other selection criteria are available to return the desired data to the view
Sync grid
The Sync Grid button is used to refresh the data in the view once changes have been made in View Settings.
Group data
To group data by one or more columns,
click the left mouse button in the column header to be grouped,
drag the column heading into the row immediately above the column headers over the text Drag here to set row groups
release the mouse button.
To group by more than one column, drag and drop the additional column headers into the grouping row.
Grouping data requires data aggregation. To ensure that the data is being correctly aggregated, the appropriate aggregation type needs to be used.
To see the available aggregation types,
hover the mouse over the column header of the column being aggregated until three horizontal lines appear.
click on the three lines to view the column settings
chose Value Aggregation setting
choose the appropriate aggregation method from the list.
Column settings
There are various formatting options available to manage the width and position of the columns and data position in the column. To access these settings:
hover the mouse over the column header of the column being aggregated until three horizontal lines appear.
click on the three lines to view open the column settings
select the settings you would like to change
select pre-set values from the menu that opens when appropriate.
To sort data within a column, click into the column header.
An up arrow indicates sorting in ascending order.
A down arrow indicates sorting in descending order.
No arrow indicates no sorting.
Item card
The Item Card icon toggles the Item Card on or off. The Item Card can also be shown by double clicking a row in the grid.
Export
You can export the data shown in the current view to either and Excel or .csv file.
Click on the Export icon.
Choose Excel Export or CSV Export
AGR will create and download the file to your computer.
Save as a report
To save the selected Columns and Filters as a report, click on the Save as Report icon in the tool bar. Creating a report allows you to save your customized views and filters and share the reports with others in your organization
Bulk Update
To access the Bulk Update settings, click on the Bulk Update icon on the Toolbar.
In the Items screen, tick the items to be updated. In the Bulk Update box, enable the feature to be updated and then enter the value to apply to all selected items.
Create Order
You can create a manual order by ticking the items to be ordered.
Click on the shopping cart on the toolbar to start the order process.
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