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Data table: Views, columns, and sorting

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The data table dashboard can be configured to provide a more effective review of your data.

Learn about the different views available in the data table and how to manipulate and organize columns.


Navigation

Before using the dashboard, find out how to access the Data Table tab.


View by Transactions or Entries

The data table can be configured to display either a transactions view or entries view using the View menu above the table.

Transactions view

The transactions view displays all of the transactions in the general ledger. 

Each transaction contains a list of its entries nested below. Use the chevron to the left of the transaction ID to expand and collapse the list. 

Entries view

The entries view shows every line item in the general ledger. 

Transaction details

The transaction details provide additional information regarding the control points triggered by a transaction and its entries.

The transaction details can be accessed by drilling into a transaction or entry on the data table.


Organize columns

Sort a column

Sort columns in ascending or descending order by selecting the column header. The darker triangle indicates the sort order.

Reorder columns

Click and drag the desired column header left or right into its new location.

Add and remove columns

Open the Columns menu on the right side of the table and check the box next to each column you want to display.

Pin a column

Pinning columns ensures they will stay in view when scrolling horizontally.

Open the menu on the column header you want to pin and select Pin Column, then choose the pin location on the table: Left, Right or No Pin (default). 

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