Author Topic: Customize the Check-in grid and the Check-in & Progress Report  (Read 4364 times)

Annette

  • Global Moderator
  • Sr. Member
  • *****
  • Posts: 145
This post is applicable in the Cloud database's Windows App with a slight variation (see below) as well as in the Legacy database.

Comments from the survey about the Check-in grid:

I would like the Check-in screen to show name and other check-in information only, so it is the entire screen instead of being smaller since we are using a laptop and the screen isn't large.

I would like to have only the columns showing that I use weekly on the check in page. Right now, there seems to be 10-15 and I only need attendance, uniform, bible, book, visitor & a space for special events.

Tip: The check-in grid may be customized by hiding columns that are not needed. For information on hiding columns, see this post: https://www.approvedworkman.com/forum/index.php?topic=8.0.

In addition, the header bands and columns in the grid may be resized by dragging the splitters. For additional information on working with grids that may be helpful, see this video: https://www.approvedworkman.com/forum/index.php?topic=2217.0.

Once the grid is set, "save the current grid layout" using the grid options button (gear icon).

While you can hide and resize the columns, it will not increase the size of the font, rows or check boxes. This capability is in the list of enhancements.

To gain a little more width for the Check-in grid, temporarily hide the handbook sections grid using the button on the toolbar. (It looks like a double-ended arrow and is located next to the Theme/Event label. It's a toggle switch to show/hide the handbook sections grid.)

[In the Windows App, the same button exists to toggle the handbook sections grid on the Check-in > Attendance tab, but defaults to off since there is a separate tab for handbooks. This not only maximizes the grid space for Attendance, but also improves performance.]


Comment from the survey about the Check-in and Progress Report:

I would like to remove more columns or add columns with custom titles on the check-in report.

Tip: Remove any columns that are not needed from the Check-in and Progress Report by using the "Select Visible Columns" button on the bottom left of the Report dialog. For information on customizing the column names, see this post:
https://www.approvedworkman.com/forum/index.php?topic=1182.0.

There are additional selections on the report dialog for what to show under the "info to display to the right of the check in categories" heading.

« Last Edit: September 12, 2023, 03:32:17 PM by Annette »