Grouping in Grids

Grouping in Grids

When data is returned in a grid in Khaos Control, it is possible to group the data displayed based on the column that you are currently focused on. All fields with a numerical value will show a total for each group returned.

Why Group?

Grouping data in a grid enables you to analyse data in more detail without having to export to a spreadsheet, or other reporting tools. Where this can be most useful is when you wish to report on a range of items / customers / suppliers and group the report into sections for each individual class, type, customer or stock item.

How to Group

In the grid focus in the column you wish to group by and press Ctrl+G alternatively, click on the button found to the left of grid column headings and selecting 'Group Ctrl+G ' from the options.

Which grids support grouping?

Not all grids in Khaos Control support grouping, the following grids do:

Reports including Sales Summary

• [ Reports ] - The information in the results grid can be grouped before exporting or saving it.
• [ Sales Summary | Best Sellers ] both grids
• [ Sales Summary | Invoices ]
• [ Sales Summary | Payments ]
• [ Sales Summary | Sales Source | Agents (type) ]
• [ Sales Summary | Sales Source | Agents (detail) ]
• [ Sales Summary | Keycodes | Summary ]
• [ Sales Summary | Keycodes | Bestsellers ]
• [ Sales Summary | Payments ]
• [ Sales Summary | Management Reports | Outstanding Sales Orders ]
• [ Sales Summary | Management Reports | Sales Analysis ]

Sales Orders

• [ Sales Orders | List ]
• [ Sales Orders | CRM | Sales Order History ]

Accounts

• [ Accounts | Tax (VAT) | Tax Register ]
• [ Tax Analysis Dialog ]
• [ Accounts | Tax (VAT) | Intrastat ]
• [ Accounts | Tax (VAT) | EC Sales List ]
• [ Accounts | Nominal Accounts | Detail Grid ]
• [ Accounts | Nominal Accounts | Unallocated Transactions ]

Supplier

• [ Supplier | Detail | Supplier Summary | Supplier History | Purchase Orders ]
• [ Supplier | Detail | Supplier Summary | Supplier History | Delivery Notes ]
• [ Supplier | Detail | Supplier Summary | Supplier History | Supplier Returns ]
• [ Supplier | Detail | Supplier Summary | Supplier History | Purchase Invoices ]

Customer

• [ Customer | Detail | Customer Service | Sales Orders/Invoices ]
• [ Customer | Detail | Customer Service | Back Orders ]
• [ Customer | Detail | Customer Service | Product Analysis ]

Stock

• [ Stock | Stock Movementss ]
• [ Stock | Sales/Purchase Orders ] both the sales and purchase grids.
• [ Stock | Sales Order Assignments ]

Sales Invoice Manager

• [ Sales Invoice Manager | Back Order (Stock Assignment) ]

CRM Manager

• [ CRM Manager| Tasks ]
• [ CRM Manager| Comm Log (Leads) ]
• [ CRM Manager| Quotes (Opportunities) ]

Notes

• Depending on the screen numerical columns can be totalled.
• The information can only be grouped once.
• If you group on a column holding dates the Group Options popup will be displayed so the user can group by:
  • Day
  • Week
  • Month
  • Year