Schedules - Viewing and Filtering Shifts

This is a quick reference to the options available when customizing the view of shifts.  The List view has built-in customization while the Extra Filters are applied to the List, Week, and Day views.

CUSTOMIZING THE LIST VIEW

GROUPING

Shifts can be grouped by any column, or multiple columns.  Drag the column header to the “grouping” area above the list to create a group.  Click the “X” in the column to remove it from the grouping.  

SORTING

Columns can be sorted by clicking the title in the column header.  Clicking again will reverse the sort and clicking a third time will clear the sort.

SHOW/HIDE COLUMNS

Columns can be hidden or shown as needed.  Click the “Columns” button above the list, expand the columns list, and check or uncheck the boxes.

FILTERING

Each column can be filtered by clicking the funnel icon.  Select a filter type (default is “Contains”), enter a value (can be part of a name), click “Filter”.  To clear a filter, click the icon, then click “Clear”.

Filtering by a name:

Filtering to EMPTY shifts:

EXTRA FILTERING

To filter on multiple values (say, two stations at once), or on data that is not visible in the grid, use the “Extra” filters found under the “Filter” button in toolbar.   Extra filters are applied to List, Week, and Day views.

The pop-up provides similar filtering as the reports section.  Select a field from the drop-down, then select an item (or items, if multiple selections is allowed).  Click “Add”, then click “Apply”.   (Double click a single item to Add quickly.)

The page will now show the filter being applied.  

FILTER NAVIGATION (Previous / Next)

Click the arrows to navigate to previous or next items in the list.  (Available for Days, Stations, Employees, and Clients.)  Click the field again to pop-up the select list.  

CLEARING FILTERS

To remove all filters, both Extra and on columns, click “Filter”, then “Clear All”.

To remove individual filters, open the Filter pop-up, and click the "X" link for the filter.  Then click "Apply".