Filtering, sorting, and rearranging dataUse your mouse to drag or select options below: Group
To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location. Sort order
Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously. - Filter
Select the lookup  to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup. To clear the filters, select the Clear Filter  icon located in the in the top right corner. - Column Order
Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers. - Scrolling
A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.
Exporting dataYou have the option to export all data or specific rows to an Excel file. Exporting location addresses from the geocoding window is useful however this is most useful when the geocoding API returns error information that makes it impossible to successfully geocode a location address. By exporting these locations, you will have a working list of location records to be corrected to resolve “bad” or missing addresses address information. | Note |
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It is important to note that: - If you select Export all data, this is ALL records, not just the displayed page of records. If you have 20,000 records and choose to export all, they will all be included in the Excel file.
- To export only the displayed page of records, select the Mark All checkbox in the header section. This only marks the records on the current page. Then select Export select rows.
- You can also mark specific rows on multiple pages and export only those rows.
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To export the data: In Schedule, select the Hamburger menu  icon. - Select Geocoding.
- On the far left side of the window, select the Export
 icon. From the menu, select either Export all data or Export select rows. - Choose the download location and then select Save.
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