A-Suite Browsers

A-Suite Browsers are designed to streamline your workflow, increase efficiency, and deliver a more intuitive experience. Learn how to navigate A-Suite’s browser screens, customize your data, and easily download reports.

A-Suite browsers provide a powerful way to access, organize, and manage data for candidates, team members, records, and more. This guide explains navigating browser screens, filtering and customizing columns, performing actions, and downloading reports.

Table of Contents:

1. Video Walkthrough
2. Accessing A-Suite Browsers
3. Filtering Data in Browsers
4. Customizing Browser Columns
5. Performing Actions from Browsers
6. Downloading Reports

Video Walkthrough:

Watch this step-by-step video for a hands-on demonstration of browser functionality:

Accessing A-Suite Browsers:

1. Hover over the Browse Menu in the Navigation Bar on the left-hand side of the screen to view available browsers.
2. Select the desired browser to access its data.

Filtering Data in Browsers:

1. Using Filters:

   • Click the Filter Button in the top-left corner of the browser.
   • In the filter window, select one or more filters to customize your view.
   • To remove filters:
     • Click the red X next to individual filters.
     • Or select Clear All to reset all filters.

1. Filtering by Column:

   • Locate the column header for the data you want to filter.
   • Click the Filter Icon in the column header to open filter options.
   • Example: Filter by Location:
     • Click the Location filter box.
     • Select one or more locations (e.g., Avatar Fleet) to refine the data.
     • Click Apply.
       

Customizing Browser Columns:

1. Rearranging Columns:

   • Click and hold the Column Header Icon in the top-left corner of any column.
   • Drag the column to your preferred position.
   • To lock a column in place:
     • Drag it to the far-left position.
     • Locked columns will remain visible even when scrolling horizontally.

2. Managing Column Visibility:

   • Right-click any column header to view a list of available columns.
   • Visible columns have a green icon; hidden columns have a red icon.
   • Toggle column visibility by clicking the respective icons.
     

Performing Actions from Browsers:

1. Use the Checkboxes on the left side to select one or more users or records.
   • After selecting, a menu will appear above the browser columns.
2. Perform actions such as:
   • Send a Text or Email: Send communications to selected users.
   • New Form or New Form Packet: Send forms to selected users.
   • Create Notes: Add notes to the selected users.
   • More: Find additional actions when you click More.
     
     

Downloading Reports:

1. Navigate to the desired Browser Screen (e.g., Team Members, Applications).
2. Use filters to customize your data:
   • Apply relevant filters to include only the information you need in the report.
   • Rearrange and manage columns to ensure the output matches your requirements.
3. Once your view is set, locate the Download button at the top-right of the browser screen.
4. Click Download to download the data:
   • The report will be generated based on the filters and column visibility you’ve applied.
   • Reports are typically downloaded as a .xlsx file, which can be opened in Excel or other spreadsheet software.
5. Review the downloaded report to ensure it meets your needs. If adjustments are necessary, repeat the process with updated filters or column settings.