How to Use Grid View in the Jolt Web Portal
Overview: The Grid View report in the Jolt Web Portal allows you to view multiple instances of the same list simultaneously, either for a single location or across multiple locations. This is useful for comparing data such as pictures and other item types in groups.
Prerequisites: To access the Grid View report, you must have one of the following admin settings:
Location Website Admin
Content Group Admin
Company Admin
Video Walkthrough:
Instructions:
Login and Navigation:
Log in to the Jolt Web Portal.
Navigate to Reporting > Grid View.
Alternatively, you can access Grid View by:
Going to Lists > Grid View
Going to Reports > All Reports > Grid View
Using the view switcher in the top right corner when viewing the Completion Report, Calendar, or Browse Lists.
Filtering the Report:
Use the filters at the top to customize the report:
Date Range: Defaults to This Month. Use the dropdown menu for rolling date ranges or the date picker for specific dates.
Location: Select one or more locations to view. In Location Mode, only the current location is shown when All Locations is displayed.
Lists: Choose one or more list templates to view.
More Filters: Filter by List Status (active or inactive), Assigned To, and References.
List Status: Active lists have appeared on the app, while inactive lists have been deactivated.
Assigned To: Shows lists assigned to the selected employee.
References: Shows lists where the selected employee has been chosen from an Employee Drop Down list item.
Viewing the Report:
Selected lists will appear on the left side of the screen, showing each list template and the number of instances.
Click on a list to display results in grid view.
To expand the results column, click the < symbol. To reopen the list instances column, click the > symbol.
To view the report in full screen, click the full-screen button in the top right corner.
Saving and Managing Reports:
To save the current filters as a report, click SAVE AS NEW REPORT in the top right corner, name the report, and click SAVE. This report will be available in the dropdown menu above the filters.
Reports can be downloaded as CSV files or printed by clicking the download button.
To print the report, click the three dots in the top right corner and select Print.
To delete a saved report, select it from the dropdown menu, click the three vertical dots in the top right corner, and select Delete.
Frequently Asked Questions (FAQ):
Q: How can I access the Grid View report?
A: You can access it by navigating to Reporting > Grid View, Lists > Grid View, or Reports > All Reports > Grid View in the Jolt Web Portal. You can also use the view switcher in the top right corner of the Completion Report, Calendar, or Browse Lists.
Q: What filters are available in Grid View?
A: You can filter by date range, location, list templates, list status (active/inactive), assigned to, and references.
Q: How do I save a filtered report?
A: After setting your filters, click SAVE AS NEW REPORT in the top right corner, name your report, and click SAVE. The report will be saved in the dropdown menu above the filters.
Q: Can I download or print the Grid View report?
A: Yes, you can download the report as a CSV file or print it by clicking the download button or the three dots in the top right corner and selecting Print.
Q: How do I delete a saved report?
A: Select the report from the dropdown menu, click the three vertical dots in the top right corner, and select Delete.
By following these steps, you can efficiently use the Grid View report in the Jolt Web Portal to compare and analyze multiple instances of lists across different locations.