Overview

Example 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.

Data Grid Tabs

The Data Grid tabs are found above the Data Grid as highlighted in the image below. These tabs allow for high level filtering of the data, typically including tabs for Active cases, Inactive Cases, as well as when available a Reporting tab to access the departments “One Click Reports”.

Data Grid Tabs

Data Grid Actions

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

Data Grid Actions

Standard Actions

• Create Case

  • The new case button will typically be the first action button available and will typically be labeled based on the current module, such as the example above “New License Application”.

  • Clicking on this action will display the new case creation wizard and allow a user to enter details for a new case.

• Generate Template

  • The Generate Template action allows for generating one of the predefined system templates(if available), while using the information available in the Data Grid.

  • This allows for a user to search for certain criteria and generate letters to only the cases meeting the entered criteria.

• Generate Mailing Labels

  • The Generate Mailing Labels action allows for generating mailing labels on standard Avery 5160 labels for any of the cases in the current Data Grid.

• Create PDF / Create Excel

  • The MAGNET Data Grid is a powerful reporting tool that allows for users to create custom reports based on any available data in the MAGNET system. After filtering the data to the needed information, MAGNET allows for all the current information in the Data Grid to be exported in either PDF format or Excel.

• Edit Columns

  • The Edit Columns action allows a user to control which columns are currently displayed in their Data Grid. This allows for enhanced reporting, as well as additional filtering options.

Module Actions

Depending on the module being accessed, other Data Grid options may be available. These options include actions such as “Express Payment”, “Bulk Renewal”, etc. and will be explained in more detail for the modules utilizing these actions.

Data Grid Searching

Above each column in the Data Grid, there will be a text field that allows for the searching or limiting of data within the Data Grid.

Example Data Grid search fields

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

Views

The MAGNET Data Grid allows for users to save their filters or other changed 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”.

Additionally, the saved Views can also be set to automatically generate the saved data at a set interval and send the reports to one or more contacts. This Scheduled Reporting functionality can make recurring reports simple.

If no view is selected by default and no changes have been made to the Data Grid, the default View menu, as highlighted in the image below, will simply allow the selection of any View that you have access to.

Default view option when no view is selected and no changes have been made to the Data Grid

Once any changes have been made to the Data Grid, the View menu will change to allow for the saving of the current filters.

Views management area after changes to Data Grid

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

Available View options after selecting a View

View Management Buttons

Depending on the state of your current Data Grid, one or more of the following buttons will be available.

• Create New View

  • Allows for the creation of a new View using the current filters and columns in the Data Grid

The Create New View Dialog allows for the creation of a new View

• 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 the current Data Grid

• Manage Views

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

The initial dialog after selecting the "Mage Views" button

Managing Views

After selecting the Manage Views button, the View Management dialog will appear. From this dialog you are able to select any existing view and make changes to it or delete it.

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 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.

View dialog expanded after selecting the Scheduled Report? option

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 first send

• 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"