Persisted Grids  
Steps to create and save a Persisted Grid:

1. Select your Parameters
   
2. Apply Filters and Sorting
   
3. Adding and Removing Columns on a Persisted Grid
   
4. Moving columns
   
5. Grouping/Pivoting Columns
   
6. Sorting Columns
   
7. Exporting a grid to Excel
   
8. Saving a Persisted Grid 
   
9. Available Report Inventory
   

Overview of Persisted Grids

Steps to create and save a Persisted Grid

  

2.   Apply Filters and Sorting
To filter a column in the report, click the ellipsis (3 vertical dots on) on the column that you are choosing to sort. In this example, I have chosen to filter the project name column. Click the arrow to select how you want to filter the report.

In the example above, the filter "Contains" was chosen which means it will show many anything that has the word or phrase that are chosen. In this example I didn’t know the exact job name so I entered “Office” when the report runs list all projects that contain the word Office in them:  

    


Note the column that is filter will have the yellow highlighted ellipsis.

3.   Adding and Removing Columns on a Persisted Grid
To add or remove a column simply click on the ellipsis of any of the columns that are in that report and scroll down to “Columns” on the menu and click the arrow.  

 

You will see a list of all the columns available that can be added/removed on the grid.  The checked columns are already visible on the grid, you can make a column visible or not visible by checking / unchecking the box beside it.  Once the column appears you can drag it to the location you chose on the report and then save your setting when you leave it if you want it the report to appear that way next time you run it.


In the example below, we will add Job to Date (JTD) Committed Costs and remove JTD Hours.
 

Now on the report you can see that JTD Committed has been added.  
 
  








4.   Moving columns

To move a column’s location on a report simply click your mouse on the column and drag it to the desired location on the report. In this example, the Remaining to Commit % column is moved next to the JTD Committed column
 
    

5.   Grouping / Pivoting Columns
You can group a Persisted Grid grid like a pivot table by dragging a non-numeric column header(s) to the row above where it says “Drag a column header and drop to group by that column”. In this example, we want to group by Project Manager. Pivoting by Project Manager will now group the jobs under each project manager and subtotal their results.This allows for easy comparisons and assessment of risk.  

    

The report is now grouped by Project Manager. To remove the grouping click on the X on the Project Manager column as seen below.

  

6.   Sorting Columns
You can sort any column by clicking on its title – you can sort 1 column at a time.


7.   Exporting a grid to Excel
The reports can be exported to Excel into by clicking on the excel tab. It will launch the in excel and may ask you to enable editing before the data loads depending on your browser.  

8.   Saving a Persisted Grid
Once you have made your changes to the report you have the option to save those settings so you can re-run the report quickly with all your desired settings.   To save go to the upper right-hand corner of the grid and click on the Save Icon.

 

 

Available Report Inventory
To see the saved versions of a persisted grid that are available to you click the arrow filter on the far righthand side of the report and the drop-down list of reports will appear.

Notice that there are two sections Shared Grids and My Grids. Shared Grids are reports that the administrator has made available for you. Those reports can be modified while you are in them, but when you go to save your changes you can only save those under the “My Grids” section of the drop down. It operates like the “Saves As” functionality in Microsoft Excel or Word. Under My Grids, you will see the By Project Manager report that we just created. You can create multiple versions within any of the persisted grids that are available. To launch your saved report simply click on the report version you want to run.  

Note that when you got to leave the report or run a different version the system will prompt you to save your changes. If you don’t want to save them simply hit discard button and it will revert to the previous version.