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Tabbed Forms, Data Grids & Report Dialogs

This Help File Page was last Modified on 04/10/2017

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Tabbed Forms, Data Grids & Report Dialogs

This Help File Page was last Modified on 04/10/2017

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Tabbed Forms, Data Grids & Report Dialogs

This Help File Page was last Modified on 04/10/2017

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Tabs are used to save space - Some Forms may have tabs which provide space for, and fast access to additional information about the Master subject.  

In this example, a Master Form (a Subscribers Form sample appears below) may have Tabs and/or Data Grids.

 

HelpFilesReceivablesTabSubscribersForm

MKMS Desktop - Receivables tab - Subscribers Form - Navigation & Actions Ribbon Menu options, Accounting, Monitoring & Service tabs, and the History Data Grid

 

Using a Tab to display specific data view reduces screen clutter by showing only the data you need to see for your current purpose, but allowing instant access to the additional information when required.  

The Fields normally displayed on the Master Form may be defined by an Administrator based on the Employee Group to which the User is assigned.

The Edit View Icon provides access to All Fields

 

Data Grids and Lists - Data Grids contain a List of Line Items representing specific information associated with its Master Form e.g.,

a.Sale Items (representing what was Sold) on an Invoice  or Purchase Items (for what was Purchased) on a Bill

b.All, or a selectable History (e.g., Invoices, Receipts, Alarm Signals, Proposals, Service Requests) for a Subscriber ; or the Purchase Orders, Bills, and/or Payments History for a Vendor.

c.The Data View tab on most Reports.

 

HelpFilesSubscriberFormDataGrid

Subscriber Form - History Data Grid

 

There is often an additional Navigation Menu located at the bottom of a tab and/or a sub-tab which provides record movement Icons and may also have Insert, Delete, Save, Cancel, Refresh, Reorder, Search and Filter Icons.

 

HelpFilesSubscriberFormRelatedAccountsDataGrid

Subscriber Form - Related Accounts Data Grid

 

Custom Grid Filters - The  information Listed within the Grid may be filtered - as needed - to define which records are displayed within that Data Grid,

Data Grids have many other capabilities, some or all of which may be available based on the purpose and/or function of that Data Grid.

 

Maintenance and Special Purpose Forms

These Forms are typically single purpose dialogs used to predefine a set of codes or rules that will be used by the system thereafter.

These special type of Forms contain a Navigation Menu (see below), sometimes special purpose Icons, and a set of fields to enter the codes and/or rules that are required.

 

 

HelpFilesInstalledEquipmentCodes

Typical Maintenance Form

 

Navigation Menu - The Navigation Menu is always located at the top of this type of the Form.

 

HelpFilesNavigationBar-Generic

This generic type of Navigation Menu - primarily used in the General Maintenance Menu - provides the normal Record Movement, Insert, Delete, Cancel, Save, and List options; as well as a Print and Export function if the List Grid is displayed.

 

To enter a new record:

HelpFilesNavigationMenuNew

Click the Add Icon to start an entry within the Record Editing View.

Enter the required information.

 

HelpFilesNavigationMenuSave

Click the Save Icon to record the entry.

Any number of records may be identified, as required.

List Icon - The Navigation Menu on most Maintenance Forms also has a List View (displaying a Data Grid) option which provides a tabular listing of the records which can be rearranged, sorted, filtered, printed and exported.

 

HelpFilesNavigationMenuGrid-PrintIcon

See Grids & Lists - Print Preview - Export Data for more information on using the Grid option.

 

Reports often use multiple tabs to set Report Printing Options, provide a Preview of the requested information, and offer a tabular Data View of that information for easy manipulation and exportation.

Options (the dialog that displays all of the available data and printing options for a specific report) usually have tabs.

Note: On some report dialogs, once a set of Options are Chosen for the Report, they become the new default Options.

These default Options may be reset at any time by simply making a different set of Choices.

 

HelpFilesAverageRecurringRevenueReportDefault

Report printing dialog with Options, Preview & Data View tabs

 

Preview options - For Report dialogs that have the Options and Preview tabs (among others), the most common Preview tab options are:

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesPreviewTabReportOptions

Report Form - Preview tab

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

Print - Click the Print button HelpFilesPrintIcon to Print (to a File or a Printer) the displayed Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

Charts - Pie and Bar Charts may be produced when printing some reports.

Report Charts must be set to True ("T") in Company Settings to activate this feature.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View options - This tabbed view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesAccountsReceivableReportSample-DataView

Accounts Receivable Collections Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.