---
title: "General navigation"
description: "This manual serves as a guide for general use of the Aktion user interface. It includes instructions for filtering, grouping, and layout."
url: https://navody.aktion.cz/en/articles/11-general-navigation
collection: "Documentation"
updated: 2026-10-13
language: en
alternates: [cs]
---

# General navigation

This manual serves as a guide for general use of the Aktion user interface. It includes instructions for filtering, grouping, and layout.

## What will you learn?

-   **How to work with column context menus** \- You will learn how to filter, group, sort data, pin important columns and create summary values (sum, average, min/max)
    
-   **How to edit the display and layout of the table** \- The manual shows how to move columns by drag & dropping, change their width, show or hide individual columns or save entire layout as a preference.
    
-   **Global features of tables** \- You will learn how to print, export to CSV, customize columns, use filters in column headers and addiitonal tools available from the main context menu.
    

* * *

## Working with tables

Every table has its individual features, here is a list of all of them:

> **Warning:** Warning: Some agendas do not contain all of the listed features.

-   **Filtering by day / week / month / year / period**
    
    ![](https://staticfiles.gleap.io/ghelparticle/EPR4dMCxc6FegVdne3L3jKyLyDqFbZx58J8K6yE50w60vHXtSCZoHHgoLC6hjIvoWMSzxGEGKfl.png)
    
-   **Search bar** \- Allows you to search for a specific record
    
    ![](https://staticfiles.gleap.io/ghelparticle/5w90jlBvQd4VnwfcAWKP17fdWrzSY48CZR8Tx42jmQdRhnQtTO44l4Uet1JOW5u6z5v18WHluJD.png)
    
-   **Layout** - Allows you to save the column layout. You can learn more under the header **Working with columns**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/JS4CdllmU63AHsyqhXqnrbcYA4CTEWIGxrzGr26vwpFalEkxvuw9Bl0qMQHJyjPIBv175eng6DX.png)
    
-   **Displaying columns** \- After clicking the icon, a list of all available columns to show/hide will show up.
    
    ![](https://staticfiles.gleap.io/ghelparticle/rxcFmR1v8gbdMHyapAKuB9wGD5a1liGCPX6vlD111xusq5O8dy6UhY8pSN6s4edCjmz1vlzEBVg.png)
    
-   **Display the left side panel -** After clicking the icon, the left side panel will show up.
    
    ![](https://staticfiles.gleap.io/ghelparticle/ORE2YIUH8vnEtEnCQiCkFUDzCL0VxNL03XXu7HGCawAjDfY0pSqtG4Ag9J2DIyXvFeZpB9EiiYw.png)
    
-   **Display the right side panel** **\-** After clicking the icon, the right side panel will show up.
    
    ![](https://staticfiles.gleap.io/ghelparticle/ovZOKPbPeWJWbElCmn3VD31rtzxrhu8r7wWiZlAP84NsY6AdGof44SYzcykWmQGaY0xnAuifUSH.png)
    
-   **Refresh button** \- Refreshes every value in the list, works as a replacement for the **F5** key.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Ps9WtmyJG2ZVDsKRmMNDCoezM8bgSEeKYvXUawZQbjx9jbLyoOmaJxopStV0rIh7LjAXO7jOYOp.png)
    

### Context menu

-   **Print -** Displays a selection of a print report.
    
-   **Export to PDF** \- Export the list as PDF.
    
-   **Export to CSV -** Export the list as CSV.
    
-   **Export to XLSX -** Export the list as XLSX.
    
-   **Customize columns** \- Adjusts the width of all columns according to width of the data
    
-   **Show filter in header -** Displays an advanced filter in every column
    
-   **Wrap text in header** \- Wraps the column header text into two rows if the width is smaller than the header text.
    
-   **Show shortcuts in header** \- Displays the column name shortcut if it is defined.
    

![](https://staticfiles.gleap.io/ghelparticle/Ywfn7TMdDTZpgPvdnJkHs4H6KI7DiMNp0GP77c8M6CH0Z1F5g1tWgMeFeh5pnnOX3l89M56yHw6.png)

* * *

## Exports and print reports

As described above, you can export into multiple formats - PDF, CSV, XSLX + export data to a print report.

-   **Print** \- After clicking, a dialog will be displayed, in which it is necessary to choose a print report. After clicking **Print** inside the dialog, you will see a preview and print options.
    
    ![](https://staticfiles.gleap.io/ghelparticle/acjzOMXbJ7rDa3G9ER0Q2s3DYaBo8bGeS1Lw15XwAcOgzMBe9TPCZl6l7cZGlPjkv9akNRYq6u5.png)
    
-   **Export to PDF** \- A preview of the document will be displayed. To save as PDF, you need to set the **Destination** to **Save as PDF**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/skB82PTJzLNikUN2WefUJcRA84oRrCsdLbkRKFRLaSS2tzI32iPvCOrTYGRWUr4kgxhPw3Uqh1C.png)
    

* * *

## Working with columns

Columns can be adjusted and filtered. These customizations can then be saved as a layout. In the following section, you will learn how to do such steps.

### Filtering through the context menu

Every column in a table has its own context menu. You can open it by clicking the **three dots** next to the column name. The menu offers the following options:

-   **Sort** \- Allows you to sort data by ascending or descending order - alphabetically or by the numerical value (according to the data type).
    
    You can achieve the same result by clicking the column header directly.
    
    ![](https://staticfiles.gleap.io/ghelparticle/4EeUlVXjbY9dEJoDZ78YpkS1xGkhR0AVR3B9hUDHCAQuVNpmg79fbQJ2TonrdFJQtoC8DZHlWtF.png)
    
-   **Pin / Unpin** - Pins the column to the left or right and fixes its position. After pinning, you can **unpin** the column again.
    
    ![](https://staticfiles.gleap.io/ghelparticle/L77XdjEU1tzuI9wKhItm7hWMnOceloO7XcF2e0qQHpnGNcJEWpafZDheOBoytq1IJO9djDq28Gt.png)
    
-   **Filter** \- Displays a side panel with advanced filtering options (equals, contains, greater than, etc...). You can learn more below.
    
    ![](https://staticfiles.gleap.io/ghelparticle/EDZWgMgOIIeMdl8PobyeAQdkbQU7lSegqBZIqwjceuPRnb6hQ97czlsAeKG79fSguWFyohTgGBH.png)
    
-   **Aggregations** - In columns with numerical or time values, you can display sum, average, minimum or maximum. The value is then shown in the bottom panel under the list
    
    ![](https://staticfiles.gleap.io/ghelparticle/uTdGes74rVXfQLh2uEj6Wez0djxkoKKiVAVyr4NvyelCvr1rpFJIKSXmVoWEufEJyMRMSjW0uKA.png)
    

-   **Group** \- Allows you to group records by values in the chosen column.
    
    _Example: Grouping by “Work time” returns a group of all employees with, for example, 82:30 worked hours._
    
    ![](https://staticfiles.gleap.io/ghelparticle/HuWxKsgv12ynW9TDfcVOFXKaOO89PEaO2Wvsy3AqSXiIZGPmuALf4Jpzrj3d6T2G9OHL2VGXWgy.png)
    

### Filtering by logical operators

Filtering in the table can be activated by two ways - Either by the filter icon in the upper panel above the table, or directly in the context menu of a specific column.

After activating, a field for filtering will show up, where you may set one or more conditions.

Filtering has different logical operators, such as:

-   **Equals**
    
-   **Does not equal**
    
-   **Greater than / Less than**
    
-   **Contains / Does not contain**
    
-   **Is empty / Is not empty**
    
-   **Starts with / Ends with**
    

![](https://staticfiles.gleap.io/ghelparticle/EVE5QbyspCLetSeBCPJdldUAyH6QgmIMgrbRpELwrwAuvy9GyDEnuQmSXEn7asHRUacjjs3sWlv.png)

If you open the filter through the column’s context menu, a panel will show up where you can set individual values.

![](https://staticfiles.gleap.io/ghelparticle/EDZWgMgOIIeMdl8PobyeAQdkbQU7lSegqBZIqwjceuPRnb6hQ97czlsAeKG79fSguWFyohTgGBH.png)

You can reduce the amount of data by using multiple filters simultaneously.

> **Info:** Advice: Filtering by columns is useful e.g. when searching for a specific value, checking incorrect records, or comparing numerical ranges.

### Displaying / Hiding columns

By clicking the icon shown below, a list containing columns that are grouped into individual section will show up. There is a **search bar** available. You can **display / hide** a specific column by clicking on the checkbox.

![](https://staticfiles.gleap.io/ghelparticle/QimB8GKLLSjCY32Kf9YLXSfcyvnCpMMBmMcRSJyVvgTQ9Gg5psqnYawwK5dL7QjfPNuzBG0SaUC.png)

After submitting by clicking the **OK** button, columns in the list will update.

### Layout

After adjusting the table (e.g. adjusting column width, filtering or hiding columns), it is recommended to save that layout. It allows you to keep the settings after a repeated reload of the page.

There are two available options for saving:

-   **Save to an existing layout** \- Overwrites the currently chosen layout with your changes.
    
-   **Save as a new layout** \- Creates a new preference, which you can name and later choose.
    

![](https://staticfiles.gleap.io/ghelparticle/nncadbcbeSFRFLYZ6tb0bWHq21HBsCUDh41dlOzqKCT0yz84nSJbwDz8psTz6toR4tGSJ04RHuB.png)

By saving the layout, you not only keep the order and width of columns, but also active filters or pinned columns.

> **Info:** Note: Checking **Default for everyone** forcefully checks **Visible for everyone**.