Managing Table Views (Columns Customization)

To give you more control over how you view your data, we have upgraded all tables across both the Command Center and Company Portals. You can now fully customize your table layouts by reordering columns, hiding data you don’t need, and smoothly navigating massive datasets with horizontal scrolling.

No more cluttered screens, just the data you want to see, exactly where you want it.

Key Features

1. Show or Hide Columns: Tailor your view by displaying only the metrics and information relevant to your current task.
2. Drag-and-Drop Column Reordering: Change the left-to-right sequence of your table columns so your most critical data points are always front and center.
3. Horizontal Scroll for Large Tables: For tables with extensive datasets, you no longer have to worry about squished text or overlapping fields. Tables will now maintain a clean, readable spacing, and you can fluidly scroll horizontally to view additional columns.

How to Customize Your Table Columns

Follow these steps to adjust your table layout:

1. Locate the Settings: Navigate to any table in the Command Center or Company Portal. Click on the Columns action button located at the top-right corner of the table.
2. Show/Hide: In the dropdown menu that appears, check or uncheck the boxes next to the column names to show or hide them.
3. Reorder: Hover over a column name in the list, then click and drag it up or down to change its position. Moving an item up places it further to the left of the actual table; moving it down shifts it to the right.
4. Apply Changes: Once you are satisfied with your layout, click the Apply Changes button at the bottom of the dropdown.

⚠️ Important Note: You must click Apply Changes for your new column order and visibility settings to take effect. If you click outside the dropdown or close the window without clicking apply, your changes will be discarded.

Frequently Asked Questions (FAQ)

• Q: Will my column preferences be saved the next time I log in?
  A: Yes! Once you click “Apply Changes,” your custom layout is saved to your admin profile for that specific table. (It won’t affect other admins’ customizations).
• Q: Can I reset the table back to the original layout?
  A: Yes, you can reopen the Columns dropdown and click ‘Reset to Default
• Q: Does hiding a column delete the data?
  A: Not at all. Hiding a column simply conceals it from your current visual display. The underlying data remains completely safe and unaffected.

Need further assistance with managing your data views? Contact our support team!