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  1. MindBridge: English (US)
  2. Interpret analysis results
  3. General ledger analysis
  4. Data table dashboard

Save and manage Data Table configurations

  • Updated

Summary

Save your Data Table column selection and layout to reuse across sessions and browsers. You can save a personal configuration or, as an App Admin, set a shared configuration for everyone working on an analysis.

Configuration

  • All users can save a personal configuration using Save for me.
  • Only App Admins can save a shared configuration using Save for everyone.
  • Shared configurations apply to the analysis where they are saved.

Save a personal configuration

  1. Open your analysis and go to the Data table tab.
  2. Open the Columns panel on the right side of the table.
  3. Select the columns you want to display and arrange them in your preferred order.
  4. Open the Layout menu above the table.
  5. Select Save for me.

Your current configuration is saved for your personal use.

To update it, adjust the table and select Layout → Save for me again.

Save a shared configuration

App Admins can save a shared configuration for an analysis so other users can load the same layout.

  1. Open your analysis and go to the Data table tab.
  2. Select and arrange the columns you want the team to use.
  3. Open the Layout menu.
  4. Select Save for everyone.

The current configuration is saved as the shared layout for the analysis.

Note: Saving a shared configuration replaces the previous shared configuration, including one saved by another App Admin.

Load a configuration

You can apply your personal configuration or the shared configuration for the analysis.

Load your personal configuration

  1. Open the Layout menu.
  2. Select Load saved layout.

Your saved personal configuration is applied to the table.

Load the shared configuration

  1. Open the Layout menu.
  2. Select Load shared layout.

The latest shared configuration saved by an App Admin is applied to the table.

Reset to the default configuration

To restore the standard Data Table configuration:

  1. Open the Layout menu.
  2. Select Reset to default.

The table returns to its standard configuration.

Export data

Data Table exports reflect the currently applied configuration. Before exporting, load the configuration you want to use and review the selected columns.

The export dialog also lets you review and adjust which columns to include in the exported file.

Limitations

  • Saved configurations apply to the Data Table.
  • This feature does not support multiple named layouts or templates.
  • Shared configurations are saved per analysis, rather than at the firm, library, or engagement level.

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