General Help - 365 Accounts (Legacy)

General Help - 365 Accounts (Legacy)

The General Help section explains sections of the 365 Accounts that haven’t been covered within the individual help pages.

Help Pages

For information on how to use each section of the 365 Accounts, please use the built-in help pages.

To access the help page:

  1. Click on the (hat) icon at the top of each page.

This will then display the relevant help page.

Filtering

This allows you to filter your table data based on the filters selected.

To filter your table data:

  1. Click on the chart buttons at the top of most screens, or use the filter fields and search box.

Exporting

This allows you to export your table data into an external .csv file.

To export your table data:

  1. Right-click on a table column and then click Export Table.
  2. Set your exporting options and click Export. 

This will then download and provide you with the .csv file.

Printing

This allows you to print your table data into a .pdf or other formats.

To print your table data:

  1. Right-click on a table column and then click Print Table.
  2. Set your printing options and click Print. 

This will then provide you with the standard printing screen. 

Customisation

This allows you to customise your tables and the data they display.

To customise a table:

  1. Right-click on a table column and then click Customise Table.

This will then display the options for:

  • Filter Column: A field for filtering available columns.
  • Edit: This allows you to change a column name.
  • Reset: This allows you to reset a column. 
  • Add: This allows you to add the column to the table.

Note: There are also shortcuts displayed at the bottom for these options.

Note: You will also have the option to reset and hide certain table elements.

Shortcuts

This allows you to use shortcuts to quickly perform actions within 365 Accounts.

To view the available shortcuts:

  1. Click on the (Shortcuts) icon in the bottom left-hand corner.

This will then display the shortcuts cheat sheet.

Minimum Requirements

ClientsOffice Broadband Bandwidth
Google Chrome Browser1 User - 8Mbps download, 2Mbps upload
Minimum Operating System Windows 105 Users - 24Mbps download, 3Mbps upload
250GB hard drive10 Users - 40Mbps download, 5Mbps upload
4GB of system RAM as a minimum 
Core i3 Processor as a minimum (Recommend i5)