Views

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

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.

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

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

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

• 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 to the current Data Grid

• Manage Views

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

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 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.

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 is first sent.

• 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".