View Data

This screen allows you to view and change the data of the database tables. To access the View Data module, you should select the following menu options:

You can view the data held within Infinity here.

Screen layout

The screen contains the following panels:

  • Filters panel

    On the left panel there are several filters for narrowing the list of callbacks (date, teams, skills, users and periods). Selecting each of these filters show its available choices as checkboxes. You can select any of these choices or use the Show All checkbox above for controlling all of them together.

    After selecting the required filters click the icon on the top toolbar to update the 'Details' panel.

    Tip: Upon refreshing the screen, a progress box will be shown displaying the data fetching progress. If the procedure takes too long (e.g. when downloading very large datasets) then you can click the Cancel button to stop it.

  • List panel

    It displays a list of the available dataviews you can select from. These views are Reporting Filters and they have a little funnel icon next to them. They are grouped by Reporting Table which is the base datafile the view is based on.

    For each dataview the following parameters exist:

    • Data Type: Defines the table the view is based on
    • Name: The descriptive name given to this dataview

    • Selection Criteria: Click the ellipsis button to further filter the data displayed.

    The following actions are available through the toolbar of the List panel:

    Icon Description
    Add a new dataview by filling its parameters
    Modify the parameters of the selected dataview
    Removes the selected dataview
    Updates the dataviews

  • Details panel

    The Details panel shows the selection criteria of the selected dataview.

  • Records panel

    The Records panel lists the records of the selected dataview. Double-clicking a record opens the Lead View screen for viewing and editing its data values.

Data actions

The following actions are available through the toolbar on the 'Records' panel:

Icon Description
Updates the records panel
Opens the Lead View screen for the selected record
Exports the selected records (by CTRL+clicking them) or all records to an Excel worksheet.
Opens the Update Data screen for batch editing of multiple records (selected or all)