The Employee Grid Window displays all employees in the system with a list of selected data fields. The display format, details, sequence, and summary levels in this window can be customised to suit your requirements and preferences. Manipulate the data displayed to analyse employee information and respond to queries.
Whilst the following steps are specific to the Employee Grid, you can use the same steps in any Grid in MicrOpay, including IQ reports and Employee Enquiries.
To add a new data field to the grid, right-mouse click on the employee display screen and select Customise Grid Columns.
All available employee detail fields will be displayed in the Customization window.
Fields are arranged in alphabetical order.
To quickly locate a field, highlight any field in the customization window and key in the first letter of the desired field name.
Select the field required and drag the name to the column header line.
Alternatively, any field name currently included in the column header line can be dragged back to the Customization window – the field data will no longer be a part of the current display.
For example, the Default Cost Account is added to the Employee Grid.
Once the Default Cost Account field has been added to the column header line, close the Customization window to populate the screen with Employee Default Cost Account details.
To summarise the data, drag the field that you want to summarise the data by into the row labelled “Drag a column header here to group by that column” - the summary line. This can be further refined by adding other fields to the summary line.
Records are displayed grouped by the Default Cost Account. A count of employees per Cost Account will be displayed.
To expand the summarised data, click the plus sign +.
At the bottom of the screen, a red cross and a green tick are present. This highlights that a filter has been applied to the data.
To remove the filter and leave the grouping intact, click the red cross.
To return to the standard Employee Grid display, right mouse click and select Reset Form Defaults
This will remove all customisation and return to the original Employee Grid view.
Click OK on the message pop up to continue with the reset.
Refresh the screen view by clicking <F5>.
The Save a display Grid from MicrOpay to Excel article explains how to export data from grids to Excel. It is recommended to password protect the spreadsheet.