The User Slider Button is your file management area in AQX. Any reports or selections that you save will be placed under this button.
As such there are a number of things you can do to manage the files in this area.
- Manage your files by creating folders to group similar items
- Customising the files into an order you prefer
- Sort the items
- Switch between List view and Tree View
- Check for duplication within saved files without opening them.
Manage files by creating folders to group similar items
You can make your saved files easier to manage by creating folders to group similar items into. You could group similar report types - or group by client etc.
To create a folder - right click anywhere in the white below the slider button and select Create New Folder from the menu. This will create a folder called New Folder highlighted in blue. Just type in the name of the folder and press Enter.
To place saved items into the folder - click and drag the item/s into the folder
At any time you can click and drag an item or a folder of items into a different location within the Slider button to customise the order of the files shown.
To customise the order - click on the item/folder you want to move and drag to the location you wish it to be. A thin grey line will appear where you mouse is hovering. Once you have the line in the location you wish to move the item to - release your mouse button to drop the item.
Sorting works differently depending on whether you are in Tree view or List view. (See below for more information on the difference between these views)
In Tree View:
There are four (4) ways to sort items in the Slider Bar:
- My Custom Order - sorts the items in the custom order you made when click or dragging items around.
- By Name - sorts in alphabetical order
- By Date Created - sorts on the date the item was created
- By Date Modified - sorts on the date the item was last modified and saved
To Sort items - right click anywhere in the white below the slider button and hover over Sort in the menu list. A second menu list will appear to the right with the four options shown above. Select the option required. The current option selected will have a cross beside it.
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NOTE: If your items are in a folder - they will remain in the folder and be sorted within it. |
In List View:
There are 4 columns in List View (File Name, Folder, Created, Modified).
To Sort items - You can sort a column by clicking on the header of the column you wish to sort. This will place a black triangle beside the column header pointing up. If you would like the column to be sorted in the opposite order - click again on the header.
Switch between Tree View and List View
There are 2 different ways to view your saved items in AQX.
- Tree View - the default view - items are listed by name of the report in a Tree view. (I.e. with a dotted line beside it and if a folder is involved - with a plus/minus sign beside it). Only the name of the report is shown. There is no information regarding Date created, modified etc.
- List View - items are listed by name in a chosen list order with all details for the items shown - including file name, folder name (if in a folder), date created and date modified.
Duplication Check in Slider Bar
Saved selections can be checked for duplicated items without the need to open the selection first. To do so:
- Right click on the saved selection in the Slider Bar button area
- Select Show Duplicate Items from the menu list
- A Duplication window dialog box will open. If there are no duplicated items the box will be blank. Click on the Close button. If an item is duplicated it will be listed in the top half of the window. Click on this item and the details of the duplication will appear in the bottom half of the window.
- Click on the duplicated item that is in the incorrect spot - then click on delete button to remove from the selection.
- Continue for all duplicated items
- Click Close
- Click Yes to save changes to the file.