Interactive Menu tutorial series: Columns

30 STEPS

1. This tutorial is part of a series on using the Interactive Menu, which is available throughout the Ref Insight platform.

The interactive menu is accessed through the Actions button and lets users customize and save report displays.

2. This tutorial demonstrates how to use the Columns item within the interactive menu.

3. Each report has certain columns displayed in a particular order as a default.

In this example, we are in the Directory. Let's explore how to use the Columns item to customize what is displayed and in what order.

4. To access the interactive menu, click Actions.

5. Click Columns

6. There are two sides to this shuttle. On the left are columns that are available but not currently displayed.

On the right are the columns currently displayed.

The symbols in the middle are used to shuttle items from one side to the other.

7. To remove an item from the displayed report, click on it to select it. In this example, we will select Tags.

8. Click on the "less than" sign to move it to the "do not display" side of the shuttle.

9. The Tags column is removed from the report's display.

10. You can also move an item from one side of the shuttle to the other by double-clicking it. In this example, we will double-click Tiers to remove it from the report's display.

11. Click the double arrow to move all the items from one side of the shuttle to the other side. The direction of the arrow indicates which side the items will be moved to.

12. Click here to remove all the items from the display.

13. Let's customize this display for a specific purpose.

For this example, we want to display contact information and whether a user has been invited to the officials' portal and activated their account.

14. Double Click First name

15. Double Click Last Name

16. Double Click other items to display individually, or use the shift key to select multiple items.

17. We finished selecting the items we want to display in the report.

Now let's put them into the order we want. Items closer to the top will appear farther left in the report.

18. Let's move the Phone item higher in the list to make it display further to the left. Click Phone to select it.

19. Click the up arrow to move it higher in the list.

20. Click the up arrow as many times as necessary until it appears in the preferred location.

21. Repeat these steps for the other items until they are in the preferred order.

Use the top icon to move an item to the top of the list.

22. Use the down arrow to move an item down in the list.

23. Use the bottom icon to move an item to the bottom of the list.

24. Click Apply when finished.

25. The report now displays the preferred items in our preferred order.

Rather than repeating these steps in the future, we can save this display as a private report.

Click Actions.

26. Click Report, then Save Report.

27. Name the report in a way that helps you remember what it contains. Add a description if you wish.

Click Apply when finished.

27b. Click

28. Our Saved Report is shown here.

29. Our Saved Report is also shown here as part of a dropdown list.

You can configure as many versions of a report as you like and save as many reports as you like for easy future access.

30. Thank you for watching the tutorial on how to use Columns within the Interactive menu.

See our other tutorials in this series for using other items within this useful platform feature.