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Manage Data in Tables

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated this week

Overview

This is a general overview of how data is represented and manipulated within tables across your SoftLedger system. Get familiar with how to view, manipulate, and export the data in your tables and lists.

Table Configurability

Tables can be highly configurable to each user's preferences. On each Table, a user can adjust:

  1. The Columns in view

  2. The Column order (drag and drop)

  3. Pinned Columns to Left or Right of Table to always be in View

  4. The Column the table is sorted on (ascending or descending)

  5. Fields to Filter table on (e.g. Posted Date is January 1st as Start Date)

  6. The number of rows per page (5-1,000)

Once any Table is adjusted, the user can save that view as default, or a version of a report when applicable, such as in in the Journal Lines Report. See a quick video of the table adjustments described above, and saving of the Journal Lines report:

The same adjustments can be made to Tables outside of the Reports module, as well as saved for a default view per user:

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