Understanding and Leveraging the Search Results Screen in Mobiloan

In multiple areas of the application, you will be prompted to perform a search or look-up. The same screen and functionality are used to display the search results.

This documentation will guide you through the various functions available within the search results screen, helping you understand how to effectively utilize them.

To Example - Collection Ticket Search

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Column Show/Hide and Sort

To customize the columns displayed in the search results, click the "Columns Icon". This feature allows you to adjust the order of columns within the main results table, giving you control over how data is presented.

• Reorder Columns: Use the up/down arrows to move a column. Select the up arrow to shift a column to the leftmost (first) position, or use the down arrow to move it to the rightmost (last) position in the table.

• Show/Hide Columns: Toggle the checkboxes next to each column name to show or hide specific columns based on your needs. Checking the box will display the column, while unchecking it will hide it from the results table.

This feature enables you to tailor the data view to suit your preferences, improving your efficiency when analyzing the results.

Modify and reorder table columns

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Data Summary

Click the Summary Icon to view a table of aggregated values. This summary will display key metrics for each column, including:

• Unique Count: The number of distinct values within the column.

• Summation: The total sum of the values in the column.

• Average: The mean value of the data in the column.

This feature provides a quick overview of the data in the results table, allowing you to analyze and assess the key figures at a glance.

Summary of the results displayed in the table.

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Print and Export

• Print: Click the Print Icon to convert the table into an HTML, printer-friendly format. You can then print the table, share it via email, send it through SMS, or grab the online PDF link for easy access.

• Export: Click the Export Icon to convert the table into either a CSV or Excel format, which you can then download locally.

Note: For both printing and exporting, you will be prompted to choose whether you want to print/export all columns or only the displayed columns. This feature allows you to modify, filter, or stage the data before printing or exporting, providing greater flexibility in how the data is shared.

Note : Mobiloan retrieves collection tickets in batches of 200. If your search yields more than 200 relevant tickets, you'll be presented with an option to retrieve the next 200 tickets until all matching results are displayed. This ensures you can efficiently manage even extensive collections tasks.