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Overview

Excerpt

The MAGNET Data Grid is a powerful tool that allows for the easy access to any information available within the current module. This Data Grid allows for powerful search and reporting functionality, that will be highlighted in this section.

The MAGNET Data Grid will look very similar regardless of which module you are accessing the grid from. The features and functions will remain similar with slight changes to the available tabs or actions available from the grid.

Table of Contents

Table of Contents

Scroll title
titleExample Data Grid, from Business License module

Anatomy

The MAGNET Data Grid has several general features, functions or options that are generally consistent for each module in the MAGNET system. While some of the functionalities may differ slightly, this section will provide a general overview of all the items.

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Located above the Data Grid to the right, there the Data Grid Actions, as highlighted in the image below, allow for the creation of new applications, exporting of the Datagrid Data Grid and managing the columns currently shown in the Data Grid.

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Each fields supports “auto suggest” functionality, which will suggest options to you as you begin to type, additionally, the MAGNET Data Grid supports many data filters which give the user complete control over the data they are viewing or reporting on.

Data Grid filters

Operator

Description

Example

THRU

Used to search for the data range.​

12/1/2025 THRU 12/31/2025​

AND

Searches for two terms in the column.​

Building AND Demolition​

TODAY

Filters to today’s date.

Note

This only works in date fields.​

TODAY​

<

Used to find the values that are less than the value entered.​

< 100

>

Used to find the values that are greater than the value entered.​

> 500

<=

Used to find the values that are less than OR EQUAL TO the value entered.​

<= 500

>=

Used to find the values that are greater than OR EQUAL TO the value entered.​

>= 10000

%

Used as a wildcard character.​

Fes%val

IS BLANK

Returns all the rows where this column is empty.​

IS BLANK

NOT BLANK

Returns all the rows where this column is not empty.​

NOT BLANK

IS

Used to search for exact matches. Helpful for finding specific statuses.

Info

This can be useful for limiting to specific statuses that have similar labels, such as “Active” and “Inactive”.

IS Active

before

(Added in v6.4.7)

Used to search dates before a specific interval.

Note

This only works in date fields.​

  • before last week

  • before last month

  • before last year

  • before last 30 days

    • (30 can be changed to any number)

Data Grid Sorting

Include Page
Data Grid Sorting
Data Grid Sorting

Views

The MAGNET Data Grid allows for users to save their filters or other changed changes that they have made to the Data Grid, to make pulling back up previous filters or reports simple. In MAGNET, these saved Data Grid filters are called “Views”.

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Additionally, after selecting an existing view, several additional options will become available.

Scroll title
titleAvailable View options after selecting a View

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  • Reset View

    • Resets any changes made to the Data Grid and returns the Data Grid to the original setup of the selected View.

  • Save View

    • Updates the currently selected view with any changes made ot to the current Data Grid

  • Manage Views

    • Allows for the management (updating, deleting, schedule reporting) of available views.

Scroll title
titleThe initial dialog after selecting the "Mage Manage Views" button

Managing Views

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Note

Only Views created by you can be managed from this dialog. If you have any shared Views, changes to those Views can only be made by the user that created the View.

View Options

When creating or managing a View, in addition to setting the name of the View, you will also have access to one or more of the following options.

  • Share with others?

    • If this option is selected, the view being created or updated will become available to any other user using the current module.

  • Default

    • When set, this allows for the user to select which view they would like for the Data Grid to default to when no other is selected. The default view will be shown initially when ever whenever you first load the Data Grid.

  • Scheduled Report?

    • Selecting this option allows for the scheduling of the current Data Grid to be run at a scheduled interval and email the Data Grid results as needed.

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A description of all the available fields for configuring your report can be found below:

  • Last Sent

    • This field shows the date that the report was last sent. For a new report this will always show Never until it 's is first sendsent.

  • Next Send

    • This field shows the date of when this report will next be sent. For a new report being created this will be blank.

  • Send Interval

    • This field determines how often the report should be sent.

      • Weekly

        • Send this report once per week on the day specified.

      • Monthly

        • Send this report once per number of months specified.

      • Daily

        • Send this report daily.

  • Send Every

    • This field allows for the setting of different values based on the Send Interval Selected.

      • Weekly

        • You will be able to select the day of the week (Monday - Sunday) to send the report each week.

      • Monthly

        • You can set the number of months between sending the report.

          • 1 would mean send the report every month.

          • 3 would mean to send the report every three months.

        • The interval is determined based on the number of months from the last send (or Start Date if new report).

      • Daily

        • You can set the number of days between sending the report.

  • Start Date

    • Set the date that the report will be sent for the first time.

  • Report format

    • Allows for the selecting of the desired report format:

      • PDF

      • XLS

  • Recipients

    • You can choose one or more recipients to receive this report:

      • For MAGNET recipients

        • Start typing the name of the user and an autosuggest should display possible matched. Select the matching user to add them to the recipients list.

      • For non-MAGNET users

        • Enter the persons email address and click "Add".