> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customising Data Grids

> How to filter, sort, add columns, save views, and manage custom layouts in data grids across all screens.

## 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.

## 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.

## Customising columns

<Steps>
  <Step title="Open the Column Manager">
    Click the button in the top right corner of the data grid to open the **Column Manager**.
  </Step>

  <Step title="Reorder columns">
    Use the three-line drag handle next to each column name to drag columns into your preferred order.
  </Step>

  <Step title="Add or remove columns">
    Use the dropdown menu to add new columns or remove existing ones from the data grid.
  </Step>
</Steps>

## 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.

## Saving views

<Steps>
  <Step title="Click the Save icon">
    After making changes, click the save icon in the top left corner.
  </Step>

  <Step title="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
  </Step>

  <Step title="Name and save">
    Name your view and click the green save button.
  </Step>
</Steps>

## 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.

## 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.

<AccordionGroup>
  <Accordion title="Can I make a view available to other users?">
    Yes. When saving a view, you can choose to make it available for everyone or just for yourself.
  </Accordion>

  <Accordion title="What does saving a view do?">
    Saving a view preserves your custom column arrangement and filters so you do not need to set them up each time.
  </Accordion>
</AccordionGroup>