You can configure the columns that appear on the grid in the list views of screens in BQE CORE. You can show or hide columns using the Show/Hide Columns options in most screens and sort the order of those columns according to your preference. You can also use the Column Settings, which is available in some screens, such as Projects and Time and Expense Reviewer.
To configure columns using Show/Hide Columns:
- Open any CORE screen, say Invoices, from the side menu.
- In the list view, click More > Show/Hide Columns.
- Select or unselect the column names in the drop-down list depending on whether you want to show or hide them, say you select Paid to show that column in the grid list.
- Optionally, click the column header you want to sort the data by, say Amount Billed.
- Click once for ascending order (A-Z) and twice for descending order (Z-A).
Every time you sort a column, CORE remembers your sort order automatically in most screens. So if you close the screen, refresh the screen, or log out from CORE and re-visit that screen, CORE remembers your sort order. As an example, to view your newest projects on top, enable the column Start Date and sort. You should be able to see your newest projects at the top and CORE will remember this order. In some screens, say Activity Items, sorting by the activity's code only sorts the main code, not the sub-codes that are underneath it. You can sort by Code or Sub-Code, but not both at the same time.
Column Settings opens a dialog that gives you more control over your columns than the standard Show/Hide Columns option. You can show or hide columns using toggles, reorder them by dragging, freeze columns so they stay visible while you scroll, and search through the full column list.
To configure columns using Column Settings:
- Open any CORE screen that supports Column Settings, say Time & Expense Reviewer, from the side menu.
- In the list view, click More > Column Settings. The Column Settings dialog opens, showing all Shown Columns.
- Use the Search Columns bar at the top to quickly find a specific column by name.
- To show or hide a column, click the toggle next to the column name to turn it on or off.
- To reorder columns, click and hold the drag handle (the dotted icon) on the left side of a column name and drag it to the desired position in the list.
- To freeze a column so it stays fixed as you scroll horizontally, click the snowflake icon next to the column name. To unfreeze it, click the snowflake icon again.
- Click Apply to save your changes. To restore the default column layout, click Reset to default.
Note: Required columns, such as Project, cannot be hidden, and their toggle is disabled.