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.
- View by entries or outstanding entries
- Sort columns
- Add or remove columns
- Reorder columns
- Pin columns
Before you use the dashboard, find out how to access the Data Table tab.
View by entries or outstanding entries
The data table can be configured to display either entries or outstanding entries using the View menu above the data table.
This shows every line item in the accounts receivable detail.
By default, the entries view displays entries that fall within the current period, but if the data contains out-of-period entries you can view these using the Current period menu.
Outstanding entries view
The outstanding entries view shows every line item in the end of year payable list.
The entry details provide additional information regarding the control points triggered for the entry.
You can drill-down into the entry details by selecting a row in the data table.
To get more detail on a control point, use the information icon ( ) in the upper-right corner of the control point tile. A pop-up window will appear that displays additional context about why a control point did or did not trigger.
Learn more about the entry details.
Sort a column
Sort columns in ascending or descending order by selecting the column header. The darker triangle indicates the sort order.
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).