October 15th, 2025

πŸ“š New Tutorial: Interactive Menu Series - Control Breaks

Overview

A new tutorial is now available in the Interactive Menu tutorial series, focusing on Control Breaks. This tutorial demonstrates how to use Control Breaks to group and organize data in reports and displays throughout the Ref Insight platform.

Tutorial Details

Interactive Menu: Control Breaks

Learn how to use Control Breaks to group items by selected columns, making it easier to analyze and organize information in any report or display that includes the Actions button.

What You'll Learn:

  • How to access and apply Control Breaks through the Actions button

  • Grouping data by single or multiple columns for subgroup analysis

  • Using Control Breaks in various areas including Assigning Workspace, Availability reports, and more

  • Combining Control Breaks with filters for refined data views

  • Temporarily disabling or removing Control Breaks

  • Saving customized reports with Control Break settings for future use

Key Benefits:

  • Organize large datasets into meaningful groups for easier analysis

  • View data hierarchies by applying multiple Control Breaks

  • Customize any report display to match your workflow needs

  • Save frequently used groupings as private reports for quick access

Tutorial Available

Access the complete Control Breaks tutorial in the Knowledge Base.

Access the Tutorial: Interactive Menu Tutorial Series - Control Breaks

Additional Resources

This tutorial is part of the Interactive Menu tutorial series. Explore other tutorials in this series to learn about additional customization options available throughout the platform.

Support

For questions about using Control Breaks or the Interactive Menu:

Happy organizing!
The Ref Insight Team