Entities Grid

For each entity type, the Entities Grid displays the list of system entities. The grid columns can be customized and include data relevant to the entity type. To learn more about customizing the grid columns, click here.

You can perform various actions in the Entities Grid by by checking a box next to the entity name and using the Entities Toolbar options. 

  • Adding a new entity by clicking Add New and opening a new Entity Window. 
  • Exporting entity data (applies to all entities on the list, no selection required).
  • Cloning an entity
  • Displaying entity overview
  • Accessing dashboards
  • Accessing reports

If an option that you clicked on is not enabled (grayed out), try checking one box and not several.


To learn more about working with the Entities Grid, please refer to child pages of this section of the wiki.