General Tasks and Settings

Overview

There are several options and settings available for users to customize the layout and filter data on the Working Loads page:

1. Use the shortcuts in the side panel to navigate around the Working Loads page:  
   • The Home button opens the main Working Loads tile page.
   • The Back button returns you to the previous page.
   • The other icons jump directly to the other Working Loads tiles.
   • The Expand icon at the bottom of the panel opens or closes the side panel.
2. Click Refresh to manually refresh the data in the grid. Click the toggle to turn AutoRefresh on or off. AutoRefresh refreshes the grid automatically every few minutes and is turned on by default.
3. Use the filters at the top of the columns to filter the data in the grid. Click the top of a column to resort the data in the grid. Click and drag the column dividers to adjust the width of the columns. Click and drag the columns to reorder the grid.
4. Click the Date Range selector to change the date range for the data in the grid. The view defaults to the current day.
5. Click the Remove Filters icon to reset the grid filters.
6. Open the Settings gear at the top of the grid to show or hide grid columns.
7. Click the Excel icon to export the grid data to an Excel sheet.
8. Use the dropdown menu below the grid to change the number of items displayed in the grid per page.
9. The Clipboard icon is available in multiple places in Working Loads. Click on it to copy the data next to it to the clipboard.
10. Click the Loads Overview helper icon to see more details about the load. See View Load Information for details.
11. The count at the bottom right if the grid shows which items out of the total count of items are being displayed in the grid.
12. Open the Profile menu to sign out.