Customise Grids

About customised grids

All grids in the system can be customised to suit your preferences, allowing you to sort and filter content in the screens to view transactions, beneficiaries, accounts, users, etc.

• Hide or show columns: Right-click any column heading and untick or tick the checkboxes next to the column name in the pop-up window
• Customise the column order: Click the column you want to move and then drag and drop the column to your preferred order
• Resize columns: Click the edge of the column heading and drag to your preferred size
• Sort columns: Click the column heading. The column will reorder in ascending order. Click again to order in descending order.
• Fit columns to the size of the window: Right-click any column heading, and click Fit Columns To Window
• Reset columns: Right-click any column heading, and click Reset Grid Columns

Click Settings, then Save Settings to save the customised grid.