Quick GridView

The Quick GridView in the main window of sapio365 lets you:

Get to your data quicker by skipping clicking on the entry points in the Dashboard.
Create shortcuts to your custom Views.
Schedule reports based on Views.

Create a GridView

Select a main module.
Select the View to apply.
Select applicable loading and other options.
(Optional) Select a sub-module if you want to get users' group memberships for example, and repeat Steps 2 and 3. You can go to down to the last submodule available.

There are several options available, from building your GridView right away to scheduling an export of the data.

Reset the selection of the module and View.
Save the current settings for the the module, submodules, Views and options. We suggest the name of the last submodule and View as the title. You'll see your saved settings on the right under ‘Saved GridView settings’ (10).
Schedule a report based on the current GridView configuration. Various options are available: recurrence. email, etc. You'll see the GridViews you’ve scheduled listed on the right under ‘Scheduled GridViews’ (10).
Create a GridView right away.
Email the exported GridView right away.
See your saved and scheduled GridViews. Click on one and you’ll see its configuration on the left. To delete a saved or scheduled GridView, hover over it to see a trash can icon that you can click.