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Note: not all of the options listed below/shown in the image above may be displayed to you in the EngageIP AdminPortal. The options presented will depend on the role you are accessing the system with and its role permissions
List Actions
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The list actions shown above relate to all items in the invoices list/table (not just invoices that are selected). These features are explained below:
Reset: resets the view back to the default data displayed (the standard columns on the Invoices list). This 'reset' list action only appears when the list view has been altered from the default view. For instance the list of invoices shown in the image above has been altered to hide columns which display credit and payment details, clicking reset will bring these columns back
View: allows you to alter and filter the data displayed in the invoices list (hide columns, show only data that falls within a specific date range, etc.). For more information on configuring views see the Customizing Data Displayed on Lists/Tables Using View Filters article
Export: allows you to export the list/table details as XML or CSV data. The export will observe the 'View' you have configured and only export the details shown in the AdminPortal
Print: displays the list data in a printable format. Print will observe the 'View' you have configured and only print the details shown in the AdminPortal
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