Grouping Practice Invoice and Time Lists

In the Practice - Invoice and Practice - Time List tabs, you can group information by one or more columns, for example, by Client, Client Group, Job, and Status.

For example, to easily identify all draft time entries for users that have not submitted their time, a view the User field can be Grouped and the Status filtered to “Draft”. This view can then be saved, allowing a user, such as a Manager, to access the information quickly and easily, rather than having to filter each time. 

Enabling the Group View

To enable the Grouped View, click the Enabled Group view button in the toolbar.

The Row Groups section will be added above the list. 

Note: When a list is grouped, the checkboxes to select rows, and the Select 50 and Select All options are not available. 

Grouping a List

There are multiple ways to group Invoice and Time lists.

From the Column Headings in the list. Drag the column name from the list into the Row Groups field. The cursor will change to display an icon with four arrows.
From the Columns tab. Click and hold on the '=' sign for the relevant column, dragging it to the Row Groups field.
From the Columns tab. Right-click on a column in the Columns tab and select Group by (column name).

More than one column can be added in the same way, by dragging additional column headings to the Row Groups section. 

Where a group doesn't exist, for example, a Client or Job has not yet been nominated for the Time Entry, time entries will be grouped under Non Existing Client and Non Existing Job.

Using a Grouped List

Displaying Groups

After one or more columns have been added to the Row Groups, the list will be displayed as follows:

• A new column will be added, called "Group".
• The group will be added as the first column after any pinned columns, so you may wish to drag it to the pinned column section to make it the first column in the list.
• The column selected for grouping will be removed from the list.
• The groups will be displayed as expanding and collapsing sections in the Group column.

You can sort the group by clicking the column heading in the same way as other columns in the list. The list will be sorted in ascending and descending order, or sorting removed altogether. 

When saving the view with the group sorted, the saved View will re-display with the saved sort order.

To expand or collapse a group, click the Expand or Collapse arrow icons on the left-hand side of the group. When saving a view with grouping, the saved Views will always re-display with collapsed values.

You can also right-click over the list to display the pop-up menu and select Expand All or Collapse all to expand or collapse all the groups.

Saving a Grouped View

Changes to the grouping of lists can be saved as a View. When changing to the regular view and back to Grouped mode, the changes will be saved. When saving a View with grouping, the saved Views will always re-display with collapsed values. 

Click the View Tools button at the end of the column headings, on the right-hand side of a list.

Click Save View.

Refer to Saving Changes to the View Layout, Modifying and Deleting Views.

Removing a Group

To remove a Group, click the X next to it either in the Row Groups section at the top or in the Columns tab on the left.

When a Group is removed, the column will be reinserted as a new column to the right of the group.

Available Columns for Grouping

Only certain columns can be used for Grouping, for example, fields with a Date or Email cannot be used.

Custom Fields with the following "Type" can be used for Grouping:

• Checkbox
• Drop-down
• Text
• User

If you try to drag a column that is not relevant from grouping to the Row Groups section (such as a Date) the field will not be able to be dropped, and an icon will be displayed to indicate it's not available.