Common Functionalities

Familiarize yourself with the functionalities that are available across modules. These features help you to effectively manage users, devices, and deployments and enhance your management capabilities.

Filtering Data

Filtering allows you to view specific subsets of data based on defined criteria.

  • How to Apply Filters: Click on the filter icon in the toolbar, select the column to filter by, and set your criteria.
  • Clearing Filters: To remove a filter, click the ‘Clear Filter’ option.

Sorting Data

Sorting organizes your data in ascending or descending order based on a selected column.

  • How to Sort Data: Click on the column header to sort. Clicking again toggles between ascending and descending order.

Exporting Data

Exporting data provides a convenient way to download your data set for offline use to support your organization’s reporting, analysis, and auditing needs. You can export data in CSV or Excel format from various modules within the application.

How to Export Data

  1. Initiate the Export: Click on the download button to trigger the export options. This feature is accessible via the download button located on the toolbar.


    Export data

  2. Select Export Format: From the Export window, select a format - CSV or Excel. Ensure you choose the appropriate format (CSV or Excel) based on your intended use of the exported data.

  3. Choose Data to Export: Depending on the module and screen you are in, you have the option to export the entire dataset visible on the screen or apply filters to export a specific subset of data.
    Note:
    • If applicable, apply filters or selections within the module to export only the necessary data, reducing file size and focusing on relevant information.
    • Depending on your user role and permissions, access to certain data subsets may be restricted.

  4. Confirm and Download: After selecting the desired format and data subset (if applicable), click Download. The file gets generated and downloaded to your device.

Searching Data

The search feature helps you quickly locate specific records.

  • How to Use Search: Enter keywords or phrases in the search bar. Results update in real-time.
  • Advanced Search: Use advanced options to refine searches by specifying columns or using logical operators (AND, OR, NOT).