| Search Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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| Search Columns
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Use this field to select the columns that you want to search in each hub. Your column selections determine what data
DPS looks at when it searches for records that contain your search text.
The columns available for searching vary for each type of hub. For example, you want to search on columns in the Opportunities hub. If you select
Opportunity Name and the search text you enter displays in the
Opportunity Name column of an opportunity record,
DPS includes that record in the results list.
You can select as many columns as you like.
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