Genius offers customizable views to accommodate your needs. Most of the available lists or views in Geniusproject can be configured by users.

These views are customizable for filtering, grouping, sorting and organizing the criteria of your choice. When you create a configurable view for the first time, you can suggest it to all employees as a global view. But the flexibility of the display doesn't end there! Each user can customize their view according to their own needs and save it as a custom view in the system, or export it to Excel. This way you can quickly and easily make the information available for the entire enterprise and create useful reports.

These configurable views are easily identified by the following three icons:

In addition to the icons, users can right click on a column header and a shortcut menu will open displaying the column’s property options.

The combination of menu options and column property options will help users to obtain their desired display results.

1. Renaming a column header

Right click on the view column header and select "Rename column". A dialog box will open, allowing users to enter in the new title for the column.

2. Add and remove columns

Geniusproject allows users to add and remove columns from a view. To remove a column right click on the column header and select "Hide this column" from the properties menu.

To add or remove mulitple columns from a view, right click on any column header and select "Show/ hide column" from the properties menu. A dialog box will open, listing the available column to display.

Check the columns you would like to display. Click "All" to select all columns.

Click "None" to deselect all columns. Click "OK" to confirm the choice.

3. Modify the order of columns in a view

Users can change the order that columns appear in a view simply by clicking on the column header and dragging it to where they would like it to appear in the view.

4. Defining the sorting order of a view

Users can change the sorting order of a view by clicking on a column header and using the triangular arrow that appears to sort by the selected column, in ascending or descending order. Another option is to right clicking on a column header and selecting "Sort A->Z" or "Sort Z->A" from the properties menu.

Users can define more complex sorts by right clicking on a column header and selecting "Customized sort" from the properties menu or by clicking on the sorting icon and selecting the same option.

A dialog box will open where users can define multiple sorting criteria.

Define the sorting criteria one at a time. Click "Apply" to save the rules.

To delete a customized sort, simply click on the "Reset option".

5. Filter a view

Users can define filtering criteria for the view by clicking on the [Filter] menu and selecting "Define / Modify filters".

A dialog box will open where users can set the filter parameters.

Define each filter rule one at a time and click on the "+ icon at the bottom right of the dialog box to add the rule to the list. Once all of the parameters/rules have been defined, click on the "Filter" button. Only the documents meeting all of the filter criteria will be displayed in the view.

To delete the selected filter, click on "Filter -> Reset" from the menu.

6. Grouping view elements

By right clicking on a column’s header and selecting "Group by" from its properties menu, users can group the content of a view by value of the selected column.

To "ungroup" deselect the option from the column’s properties menu.

Note: It is possible to have cascading groups by selecting the "Group by" option for multiple columns.

Once information has been grouped, it is possible to specify whether the aggregation of numeric values for the group should display either the number of elements, nothing, the sum of the values or the average. To select which option to display, click on "Aggregation" in the column’s properties menu.

7. Managing personal views
   

Once you have defined a view format (sort order, grouping, selected columns, column order, etc.) the system will automatically remember it and display it the next time you access the view.

It is also possible to save multiple formats for a single view. To save a view format click on the view format menu and select "Save this view".

To select a view format that has previously been saved, select "Open a view" from the view format menu.

To reset the view display to its initial format defined by the application administrator select "Default format" from the view format menu.

Users can rename a format, change a format, select a format as a favorite (bookmark) or delete a saved view entirely by selecting "Organize my views" from the view format menu.

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