Search and display

Let's start a customer search for example. From the menu bar, go to People > Customers/Prospects to open the search screen.

Additional tabs enable you to add specific information to your search.

There are several types of fields:

Free-form fields

Free-form fields are input boxes where the user can enter text. Their default color is white but they turn blue when they are active.

Non-modifiable fields

Some object fields cannot be modified. They can only be filled in when creating an object. These fields are always shaded.

Fields generated from a help list

You can set up help lists to use them later:

To use these lists from a search screen:

• search for light-orange input fields. These fields become yellow when they are active and can be identified by a small bulb icon.
• use a special character, like ?. This character can be modified in the user preferences.
• if you want to filter a help list, you can enter part of your search with the "?" character. e.g. 2244? or ?2445 or 22?45 or ?244? for a list of ZIP codes. You can also filter the data containing a value such as ?marc?, for example.
• use the Enter, Tab or F2 keys to display the help list.

If a table is displayed below a field with a help list, it means it is a multiple-criteria field that enables you to select multiple lines:

• press and hold the Ctrl key when selecting data, then press Enter.

The lines are displayed in the table.

Date fields

To enter date-type fields, click on to select the desired date from the calendar.

The date can also be manually entered, with 2, 4, 6 or 8 numbers:

2 numbers	The 2 numbers entered define the day. The current month and year are automatically filled in.
4 numbers	The 4 numbers entered define the day and month. The current year is automatically filled in.
6 numbers	The 6 numbers entered define the day, the month and the last 2 digits of the year. The year is automatically filled in.
8 numbers	The 8 numbers entered define the full date.

The following shortcuts can also be used to enter the date:

• With the cursor in the empty field, press the top arrow (or move the mouse wheel upward) to fill in tomorrow's date.
• With the cursor in the empty field, press the down arrow (or move the mouse wheel downward) to fill in today's date.
• When a date is already entered, put the cursor on the day, month or year then press the top or down arrow (or move the mouse wheel upward or downward) to add or remove a unit.
• Enter directly yesterday, today and tomorrow to respectively enter yesterday's, today's and tomorrow's dates.

Hyperlinks

These links allows you to access the highlighted object without closing the displayed screen. They allow you to:

• open an object's record sheet in a new tab (e.g. the customer module),
• open a web page in a new tab (e.g. a customer's website),
• open a window (e.g. a project code).

You want to retrieve the list of customers starting with the letter C:

Creating graphs

Field	Description
Measure	Select the value to be measured from the drop-down list. Cette liste contient toutes les colonnes disponibles dans les résultats de recherche, y compris les données personnalisées. Example You want to measure the pre-tax amount billed for the year 2018, on a month-to-month basis. From the invoices search results (from 01/01/2018 to 12/31/2018), you switch to graph mode. In the Measure field, you select Subtotal EUR.
Operation	From the drop-down list, select the arithmetic operation to apply to the measured values — the values of the column selected in Measure. The following operations are only available for numeric values: Sum: sum of all column values. Average: average value of all column values. Maximum: maximum value among all column values. Minimum: minimum value among all column values. Sum HH:MM: sum in hours and minutes. The following operations are available for numeric and non-numeric values: Number of values: counts the number of values in the column. Number of different values: counts the number of different values in the column. For example, if the same product category is found six times in the measured values, it will only be counted as one occurrence. Example You want to measure the pre-tax amount billed for the year 2018, on a month-to-month basis. In the Operation field, select Sum to add up all pre-tax amounts in invoices.
In thousands	If this box is checked, the measured values are displayed in thousands (rounded to the nearest thousand).
By	From the drop-down list, select the measure to compare with the previous one. Cette liste contient toutes les colonnes disponibles dans les résultats de recherche, y compris les données personnalisées. If the selected column has a "date" format, the Grouping field is displayed to indicate the date format. Example You want to measure the pre-tax amount billed for the year 2018, on a month-to-month basis. Select Date in the By field.
Grouping	The grouping only displays if the column selected in the By field has a "date" format. Select the date format in the drop-down list — Date time or Week of the year, for example. Example You want to measure the pre-tax amount billed for the year 2018, on a month-to-month basis. In the Grouping field, select Month of the year to categorize measured values according to the months of the year 2018.
Graph title	Fill in the graph title. A title is automatically displayed with the information selected for the graph. This title can be modified.
Graph	Click on an icon to define the type of graph to use. In Akuiteo, a graph can be displayed in four ways: Line chart Bar graph Pie chart Indicator (displays data as counters)

Managing graphs

From the results in graph mode, click on to switch back to table mode. Similarly, click on from the results in table mode to switch to graph mode.

Click on to open the Graph window. The fields are filled in with the graph's current values. You can change these values and click on Validate to directly update the graph and the measured data.

Click on to export the graph. Three options are available:

• Save as: to save the graph on your computer in .png format.
• Copy image: to copy the graph to the clipboard in .png format.
• Print: to print the graph.

Magnifying glass icons are displayed at the bottom right of the screen. These are shortcuts to search results.

There are several ways to close search results:

• Right-click on a magnifying glass and click on Close.
• Click on the cross in the search tab.
• Right-click on a tab's cross to close all the results or other search results.

It is recommended to avoid opening several searches at the same time to prevent slowing down Akuiteo's performance.