Tips for viewing IBS tables

IBS 2.7 > General Functions

Many pages in the IBS website present tables of data for you to view or act upon. Some examples are:

• My Courses
• The Course Catalog
• Manage Classes
• Assess Performance
• Group Escrow Activity

These tables can be quite lengthy, but there are several things you can do to zero in on the information you are interested in.

Sort
To sort by any of the columns in the table, click the column heading.  To reverse the sort, click the heading again. You can also sort by two or more columns at the same time as follows:

1. Click a heading to sort by one column.
2. Hold the SHIFT key down while clicking a second column heading. This will sort by the second column within the results of the first sort.
3. Repeat if desired to add another sort within these results.

Search
Many of these tables include a Search box. When you enter a term in the Search box, the table will refresh and will display only the rows that contain the term you entered. The row will display even if the field containing the search term is in a hidden column (see Select or hide columns below).

Filter
Above the header of some tables are drop down menus that you can use to filter the contents of the table. Simply select an option from one or more of the drop down menus. The table will display only the rows containing that option. You can select more than one option from the same menu, and you can select options from more than one menu at the same time. To remove a previously selected option, click it where it appears below the selection box. The text will turn red with a strikethrough, indicating that the table will no longer be filtered by that option.

Select or hide columns
If the table includes a column picker button (the small button just above the right-hand column of the table), you can use it to select more or fewer columns to be displayed in the table. The table updates immediately as you select and deselect fields to be displayed.

Save/Copy/Print
Some tables -- generally the larger and more complex ones, such as the Group Retail Activity table under Group Administrators > Transactions -- offer the ability to save, copy, or print their contents. These functions appear as buttons above the header of the table.

Before using these functions, you may first wish to use the tools described above to display the portion of the table you are interested in. Then, click the appropriate button.

• Save gives you the option to save the data to a CSV, Excel, or PDF file. 
• Copy places the data in your clipboard. You may then paste it into the application of your choice.
• Print creates a printable document in your browser page. You may then use your browser's Print function (CTRL-P) to print the document.

Attachments:
Filtered-table.png