Annotated Screenshot
From GTwM
This introductory page is part of the GT portalBase documentation
Contents |
Whole Screen
Area 1 - modules
Pane 1 - this is a list of modules containing reports and custom functionality. Click on a report to see that report's data in pane 2.
If you are an administrator you will also see options for altering people's privileges, i.e. what reports different users can see, what data they can edit, who can alter the data structure etc., viewing usage statistics and performing other admin tasks
Area 2 - report
Pane 2 - this shows report data. Click on a row to show the detail for a single record in pane 3.
In the screenshot, filtering is active (the filter button is pressed). To filter data, type into one of the boxes below a column heading and the results will update as you type. Simple or complex filters can be used. Data can also be sorted by clicking on a column heading.
Filters are persistent, which means that if you filter the organisations report to search for a particular organisation, all other reports including that field will also have the same filter, so contacts will show contacts from that organisation, projects will show that organisation's projects etc.
Area 3 - record/summary
Pane 3 - here you can view and edit an individual record. You can also view/edit a summary report based on the report in pane 2. For example, the report may show billing entries and you may want to total by month and by client. Alternatively, there's nothing to stop you creating a report to do this in pane 2 itself, but sometimes you may want a summary of a summary.
Other functionality available in pane 3, if you have the correct privileges:
- Global editing: change multiple records simultaneously. All filtered records in pane 2 can be changed at once
- Report editing: add and remove fields, permanent filters, calculations etc. to the report
- Report management: edit the report name, description and grouping
Area 4 - toolbar
The toolbar. From left to right, the buttons are
- New - create a new record
- Clone - clone an existing record and edit it, a timesaver in many situations
- Delete - delete any selected records - select a record by checking its checkbox at the right of pane 2
- Pane 1, Pane 2 and Pane 3: hide or show the three screen areas. Useful if you want more space to work in
- Filter: turn on quick filtering, which shows boxes in which to type to filter data. Plain typing or complex filters can be used, i.e. greater or less than, blank values etc.
- Print: print a report
- Link: send a link to the current report and record by email - the recipient will have to enter their username and password to view it
- Import, export: Export report data to a spreadsheed, or import spreadsheet data to a table
Other screenshots
Report colouring
This technical report shows the automatic field colouring applied to numbers and dates. Colours are based on standard deviation from the mean of the column values. When viewing a mass of data, you can quickly pick up patterns and out of the ordinary values.
Charting
Quickly chart data in any report. Go to the 'summary' tab for any report and you'll see options for adding calculations such as totals and grouping by fields.
Custom features
Our template system means that as your prototypes or applications evolve, features custom to your organisation can be added, for example custom format printouts for generating letters or invoices, or in this case a data entry wizard
