Set up your table views

You can easily change the views in any table to make it easier for your access the information you use most often.

  1. Adding columns to an existing tab
  2. Changing the order of columns (so most used to appear on the left)
  3. Creating a new tab for your use (personal tab) 
  4. Revert to account level tab (system settings) 

Add columns to an existing tab 

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Change the order of columns (so most used to appear on the left)

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Create a new tab for your use (personal tab)  

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Reset tabs/ Revert to account level tab

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If you remove filters and change the settings on one of the pre-set tabs, you can easily 'revert' to the original system settings.

Don't forget you can scroll across the window using the scroll bar at the bottom of the screen.

Remembering Settings

The tables have inbuilt functionality to remember and retain the tab you had selected within the table and any searching, filtering or sorting you had set, therefore when you return to the table again these settings will be retained and displayed on arrival. 

This functionality also retains the searching, filtering and sorting you have set for each tab within a table.

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