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Avalara Help Center

Use Grid Display Options

This article applies to:Avalara Excise

 

This document applies to all license types.  Content last updated 1/22/2016. 
Help Center documentation is confidential and proprietary to Avalara clients.

► A WalkMe tutorial is available for this topic.

Grids are used throughout the software pages to display data lists. Grid displays provide the ability to sort, filter, and export data. There are various menu choices, on different page selections from the main menu, to which you can apply the built-in view options and filters. In the examples shown here we are using the tax filing menu, but you can apply these filters to the other menus as well.

Current menu

The company in which you are currently working is always displayed at the top of the data grid and the menu item is highlighted in orange. On this particular menu, the tax filing menu, you can also see the session and sequence in which you were last working. In the example below, we are working on the return for TN Exporter, month of March 2015 and in the original return, which is sequence 0.

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Sort by column value

  1. Click a Column Name to sort the column by alpha or numeric value.
  2. To sort in descending order, click the Column Name. The column now has a Down  Arrow icon.
  3. To sort in ascending order, click the Column Name a 2nd time. the column now has an Up Arrow.
  4. To restore the column to its original default sort, click the Column Name a third time.
  5. Only one column sort can be applied at a time.

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View sessions

Next to add new record, is the grid pre-filter options. It is a drop-down menu that changes the types of tax sessions displayed.

  • Open: Displays all tax sessions that are not marked as filed.
  • All:  Displays all sessions, both open and filed.
  • Historical Displays the sessions that have been archived.
    • The Archive option is not available in Returns Excise Pro, so the view will not display anything.
      PRO USER0108.png

Show/hide and reorder columns

We recommend hiding unused columns to make your grid size more manageable. Follow these steps to hide columns:

  1. To reorder columns, click on the column header and drag & drop to another location.
  2. Click Columns icon.
    PRO USER0109.png
  3. To restore the column order, click Reset Column Order.
  4. To change which ones you want to see in your grid size, click next to the Column Name. Uncheck to hide them. The columns display can be changed at any time.

     

  5. To save your settings and to close the window, click X.
    PRO USER0110.png

 

Each pre-filter view of Open, All and Historical has their own set of column names from which to choose.

Group by

The group by option lets you group returns by a single column value, regardless of the other columns. For example, you can group returns from all jurisdictions by the same start date to see the filing status of all returns for that filing period. Follow these steps to group returns:

  1. Click the Group By icon.
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  2. Click the column header, then drag & drop it on the "Drag column header and drop it here to group by that column" message.
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  3. To restore to default view, click the Group By icon again.

Filter

The filter lets you narrow down your search by specific column data for which you know all or part of the name or text.

  1. Click the Filter icon. 
    PRO USER0111.png
  2. Click one of the fields that appear below the column headers.
  3. Type the search criteria and click the Filter icon next to the field.
    PRO USER0112.png
  4. In the Context menu select the option that matches your criteria
    • Non-numeric and numeric columns will have different options available.
      PRO USER0113.pngPRO USER0114.png     
  5. Click the Calendar icon to select exact dates in their correct format.
    • You can choose an exact date in the first box, or use both boxes to enter a range of dates to search.
      PRO USER0115.png
  6. You can sort the column by ascending/descending order.
  7. You can apply multiple filters, but only one filter may be chosen at a time.
    • Wait for the grid to refresh after each filter is applied before choosing another.
  8. To restore the column back to its default, click the Filter icon and then click No Filter.
    PRO USER0116.png
  9. Click the Filter icon again to restore the grid to its non-filtered view.
    PRO USER0111.png

Refresh

Click the Refresh button to update the grid to its most current system status without refreshing the entire page.

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Saved Settings

Filtered, sorted, and show/hide column setting are saved within a company until the user changes them. If you are not finding an item in your grid, it may be because the filters from the previous search are still in use. Clear them and reset with the correct criteria.

Footer

Each page has a footer that contains navigation, function, and statistics information.

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  1. The drop-down menu offers different options for each page. The button to the right of the drop-down menu, is named differently, depending on which menu you are in.
    PRO USER0121.png
  2. The Columns, Group By, Filter and Refresh icons are duplicated in the footer so you don't have to scroll to the top again.
    PRO USER0122.png
  3. To browse pages click the rows or click a page number. In the Page field, you can also type a specific page number.
  4. To change the number of grid lines, next to the Page Size field, click Change.
  • The default number of lines is 20.
  • If there are less than 20 lines in your data grid, it displays the exact number of lines.

excisehelpcenter@avalara.com

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