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Overview

Data grids are tables that organise information into columns and rows across different screens. You can filter, sort, customise columns, and save views to suit your workflow.

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Filtering data

At the top of each data grid, empty boxes let you filter content. Type into these boxes to search for specific information — for example, entering 170 into the ID field shows only that row.

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Customising columns

1

Open the Column Manager

Click the button in the top right corner of the data grid to open the Column Manager.
2

Reorder columns

Use the three-line drag handle next to each column name to drag columns into your preferred order.
3

Add or remove columns

Use the dropdown menu to add new columns or remove existing ones from the data grid.

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Sorting columns

Click any column header to sort the data in ascending or descending order. An arrow next to the column name indicates the current sort direction.

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Saving views

1

Click the Save icon

After making changes, click the save icon in the top left corner.
2

Choose view settings

In the save menu, you can choose:
  • Whether to include filters
  • Whether the view should be available to everyone
  • Whether to make it your default view
3

Name and save

Name your view and click the green save button.

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Switching between views

Use the dropdown menu in the top right corner to switch between saved views. Select the desired view and it loads immediately.

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Editing or deleting views

Click the pencil icon next to a view name to open the edit menu where you can rename, modify, or delete the view.
Yes. When saving a view, you can choose to make it available for everyone or just for yourself.
Saving a view preserves your custom column arrangement and filters so you do not need to set them up each time.