Formatting Tabs and Columns

You can change the order of the tabs at the top of the screen. Simply right-click a tab and check or uncheck the tabs you would like to have displayed in the Day at a Glance. You can also move the order of the tabs, by selecting the Move Up or Move down button on the right side of the box.

Tabs

You can set the tabs by company, store, or a specific user. You will also have the option to reset the tabs, by selecting the reset button on the right side.

Columns

You can change the order of the columns to view. Simply right-click on the blue header bar, and check or uncheck the boxes you would like to have displayed in the Day at a Glance. You can also move the order of the tabs, by selecting the Move Up or Move down button on the right side of the box.

You also can set either tabs or columns for a Specific User, Company, or Store location. Move them up or down for easier view or hide them altogether.

*Note: You should check the Day at a Glance Columns on a regular basis for new items added.

Which view the user is in (user, store, or company) will be displayed at the bottom of Day at a Glance. The user will default to their user-specific view. If there are no user-specific settings, it will default to the store view. If there is no store view, it will default to the company view. To remove any of these views, the user can select them from the drop-down in the column tab and then hit 'Reset'. Store and Company settings are protected by default security settings and require a least a regional manager level password to change.