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In masterfiles and other tasks with Find (F2) to look up a code, you can use the List Wizard to view, sort, print and export data to various file formats.

To use this feature you'll first need to enable it by selecting the Enable Output (F11) in Masterfile find check box in the options task for each module (for example, Setups | Customers | Options | Customer Options).

Note: Calculated fields (that is, fields that have a value calculated from other static fields) are not included in List Wizard exports.  

Accessing the List Wizard

To access the List Wizard, select Find (F2) in the masterfile or account code field then choose Output (F11) to open it in a new task on your Windows task bar.

The List Wizard provides a range of sort and filtering options so you can tailor the report to your needs

Working with the List Wizard

Selecting data

Show Default Columns

Each type of masterfile (customers, products, general ledger, etc) has a set of default field columns which is displayed when you first open the List Wizard. 

You can customise your default view for each masterfile type if you wish (see Save Screen Layout, below). To revert to the default data fields select Show Default Columns.

Show All Columns

Select this option to display all data field columns.

Remove unwanted columns by selecting the column header and dragging upwards until a black cross appears. Release the mouse to remove the column.

Add Columns

Open the Add Columns dialog and either search or select a column from the list and drag it to your preferred position in the column header row. Release the mouse to add the column at the position indicated by the up and downwards arrows. You can add the standard masterfile fields as well as the user-defined fields.

Save Screen Layout

This allows you to customise your default view for each type of masterfile.

Once you have selected the data fields that you require and arranged the fields in your preferred order (drag the column headers along the column header row to change the order), select Save Screen Layout to save as your default layout. This layout is displayed when you next open the List Wizard.

Sorting and filtering data

Ascending / Descending

Click anywhere (except on the filter funnel icon) in the column header to toggle between an ascending and descending alphanumeric sort. A small triangular icon will indicate which order is currently applied.

Custom AutoFilter

To apply filters to the data, point your mouse toward the top right corner of a column header and click on the filter icon.

Either select the value you wish to filter on from the list or select (Custom) and use Custom AutoFilter to define your own filter criteria. You can define more than one filter. Once defined, they are listed at the bottom left of the List Wizard with the currently active filter checked.

To modify a filter's parameters, click Edit Filter to open the Filter Editor. You can add, remove and update the parameters as needed.

Note: Filters are not saved with the screen layout.

Printing

Print AllTo include all rows in the output choose Print All.
Print Selected

To include a single row in the output, select the row and choose Print Selected.

To include multiple rows, hold the Ctrl key down and select the required rows then choose Print Selected.

To include a range, select the first row in the range then hold the Shift key down and select the last row in the range. Now choose Print Selected.

Print Not SelectedTo include only rows that are not selected, choose Print Not Selected.

Print Preview



Once you have selected a print option (Print All, Print Selected or Print Not Selected) the list opens in Print Preview mode.

Use the toolbar to print, search, navigate, email or export the output to a variety of different file formats including PDF, XLS, CSV and text file format.


REF: ID 1584, SF 3598   KCS 000065821