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Working with Tables

Sorting Tables

You can sort the contents of a table in ascending or descending order, based on any of the columns in the table. To sort a column in descending order, click the column heading. To sort the same column in descending order, click the column heading again.

Rearranging Columns

You can rearrange columns so they display in any order. To do this, click the column heading of the column to reposition, and drag it to the new position.

Re-sizing Columns

You can resize a column by clicking the line separating the column header from the next column, and dragging it in or out to the width.

Set Selection Criteria

Select this option to filter the table output. Enter criteria to search for records. You can also select these options:

  • Match any of the following - The search returns records matching any of the criteria.
  • Match all of the following - The search returns only records that match all the criteria you have specified.

Click More to add more filters to the query, or Fewer to reduce the number of query filter lines.

If — for example, you use the criteria contains, you can choose other criteria from the dropdown list. To run the search, click Select. To clear the selection criteria, click Clear Selection. To exit this form without executing the query, click Cancel.

Clear selection criteria

Select this option to clear any previously defined selection criteria.

Edit /rename column

Select this option to view columns displayed in the table. You can select or deselect columns to view.

For example, you can suppress some information when entering transactions so data entry is more efficient. You can also use this form to rename a column heading, by clicking the New Heading column and editing the column's name.

Save Settings

If you changed a table, and you want the changes to retain the next time you access the table on the form, select Save settings from the table options menu before exiting the form. If you do not do this, the table resets to its default settings the next time you access it.

Reset to defaults

Select this option to reset the table to default settings.

Launching and Exporting Table Data

You can open or export the contents of a table in these file formats:

  • XML for Excel
  • HTML
  • CSV
  • Text

Select one of these options:

  • Send table contents to clipboard - Paste the contents of the table into an application like Word or Excel.
  • Output table contents to file - Greentree Desktop prompts you to enter a file name and a location. The information is saved in the file type that you select.

Note: Use the Select column, Select table, and Clear selected cells menu options to select the parts of the table you want to export.

For example, if you only want to copy the contents of a single column in the table, position your cursor over the column heading, and then click the opposite mouse button. Choose Select column. To copy the entire table, choose Select table. The option to Clear selected cells clears current selections.