Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
About grid customisation
You can use the Control Bar and grid settings to change how information is displayed and organised. These options are available throughout the system, including when viewing transactions, beneficiaries, accounts, users, and other records.
Grid screen
Below is an example of a grid screen from the Beneficiaries menu.
Control Bar options
Use the Control Bar to change the records displayed in the grid and find information important to you.
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View
Change the records displayed in the grid by selecting a status, category, or folder view, depending on the screen -
Group
Organise records into groups based on a selected column, to review related information -
Filter
Search for and display records that match specific criteria within one or more columns -
Export
Download the records displayed in the grid for offline review or reporting -
Refresh
Update the grid to display the latest available information -
Settings
Save your grid preferences and customised layout
Customise the grid layout
You can customise grid layout to display information in a way that suits your needs.
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Hide or show columns
Right-click any column heading, then select or clear the checkbox beside a column name - Change the column order
Drag and drop a column heading to a new position -
Resize columns
Drag the edge of a column heading to adjust its width -
Sort column data
Click a column heading to sort the data in ascending order. Click it again to sort in descending order. -
Fit columns to the window
Right-click any column heading, then select Fit Columns to Window - Reset the grid layout
Right-click any column heading, then select Reset Grid Columns
To save your changes, click Settings > Save Settings.