Customize tables

This topic describes how to customize how data is displayed in data tables.

Edit or reorder columns in a table

Use this process to edit or reorder columns in a data table.

1. In the left navigation bar, press Data tables, then press Customers, Payments, Billing, Logs, or KYC & AML.
2. In the top right of the table, press Edit columns.
3. Select an option:
   • To edit or change columns: In the top of the new window, press Select columns, then select the columns that you want in the table.
   • To reorder columns: In the top of the new window, press Arrange columns, then drag the items to arrange the order.
   • To use, or reset columns to, default values: Scroll to the bottom of the window, press Use defaults, then select and option.
4. Press Apply.

Adjust table column width

Use this process to adjust table column width of a data table.

1. In the left navigation bar, press Data tables, then press Customers, Payments, Billing, Logs, or KYC & AML.
2. In the table header, press and drag the lines that divide the columns.

Adjust table sort order

Use this process to change the sort order of content that is displayed in a data table.

1. In the left navigation bar, press Data tables, then press Customers, Payments, Billing, Logs, or KYC & AML.
2. Select a segment, then in the table header, press a column heading.
   Table headings that have been sorted display one of the following icons: . These icons indicate that a sort is applied and also the sort order. To remove a sort, press the table header until the sort icon is not displayed.

Refresh the table

Use this process to manually refresh the content that is displayed in a data table.

1. In the left navigation bar, press Data tables, then press Customers, Payments, Billing, Logs, or KYC & AML.
2. In the top right of the table, press Reset .

Adjust number items displayed in a data table

Use this process to adjust the number of items that are displayed in a data table. By default, 20 results are displayed on each page.

1. In the top right corner of the page, press your initials to open your user profile.
2. In the menu, press your name.
3. In the Data tables section, press the View dropdown, then select the number of items to display.

Apply a filter to data table content

Use this process to filter data table content.

To add more than one filter to a data table, repeat the following process.

1. In the left navigation bar, press Data tables, then press Customer, Payments, Billing, Logs, or KYC & AML.
2. Select a segment, then in the top right of the table, press Filters .
3. Press Add filter.
4. In the Filter dropdown, select a value to filter.
5. In the Operation dropdown, select a condition.
6. In the Value field, enter or select values.
7. Press Apply filter.
8. Select an option:
   • To save the filtered data to the active segment: Press Save.
   • To create a new segment based on the filtered data: Press Save segment as, enter a name for the new segment, then press Save.
     A segment is a filtered view of the data set. Depending on where the filtered view is created, new segments are displayed in Customer, Payments, Billing, or Logs. For more information, see Segments.

Set relative and absolute time filters

To filter data table and segment content based on a period of time that is relative to today's date, or based on a specific date range, see Set relative time filters.

Export table data as a CSV file

Use this process to export data that is contained in a data table to a CSV file.

1. In the left navigation bar, press Data tables, then press Customers, Payments, or Billing.
2. Select a segment.
3. In the top right of the screen, press Export, then press Export as CSV. When the reported is generated, a notification is displayed in the top right corner of the page.
4. In the top right corner of the page, press Alerts , then press the file to download.

Related topics

• Set relative time filters
• Filter by a custom field
• Segments
• Manage logs
• Manage billing
• Manage payments
• Manage KYC