Author Topic: Can I sort by leaders on the Check-in grid?  (Read 4828 times)

Rick Leffler

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Can I sort by leaders on the Check-in grid?
« on: October 30, 2011, 04:31:21 PM »
This post is applicable in the Cloud database's Windows App as well as in the Legacy database.

Question: We print out Check-in and Progress Report Worksheets by Leader. Is it possible to sort by leaders on the Check-in grid to make data-entry faster?

Answer: Yes!

The Leader Name column needs to be visible.* Click the tiny button in the upper left corner of the grid in the 2nd header row to get a drop down check list of all available columns, then select the Leader Name checkbox.

To sort by Leader Name: click in the Leader Name column header (click again to reverse the sort).

Another option is to group clubbers by assigned leader**. Drag the Leader Name column header into the "grouping" area above the grid.  Expand and collapse each node as needed to perform the data-entry.

* For more details about showing/hiding columns in the grid, see this topic:
https://www.approvedworkman.com/forum/index.php?topic=8.0

** For a screenshot of the Check-in grid grouped by Team Color (applies for any grouping, like Leader Name) with group statistics, see this topic:
https://www.approvedworkman.com/forum/index.php?topic=1055.0

For a complete guide to working with grids (sorting, filtering, grouping, etc.), see this video: https://www.approvedworkman.com/forum/index.php?topic=2217.0.
« Last Edit: September 12, 2023, 02:35:22 PM by Annette »