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, click Data tables icon , then click Customers , Payments , Billing , Logs , or KYC .
  2. In the top right of the table, click Columns icon .
  3. Select an option:
    • To edit or change columns: In the top of the new window, click Select columns , then select the columns that you want in the table.
    • To reorder columns: In the top of the new window, click 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, click Use defaults , then select and option.
  4. Click Apply .

Adjust table column width

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

  1. In the left navigation bar, click Data tables icon , then click Customers , Payments , Billing , Logs , or KYC .
  2. In the top right of the table, click Columns icon .
  3. To adjust the width, in the table header, click 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, click Data tables icon , then click Customers , Payments , Billing , Logs , or KYC .
  2. Select a segment, then in the table header, click a column heading.
    Table headings that have been sorted display one of the following icons: Arrow down icon , Arrow up icon . These icons indicate that a sort is applied and also the sort order. To remove a sort, click 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, click Data tables icon , then click Customers , Payments , Billing , Logs , or KYC .
  2. In the top right of the table, click Refresh icon .

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 left navigation bar, in the bottom corner, click your initials to open your user profile.
  2. In the menu, click on your name.
  3. In the Data tables section, click 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, click Data tables icon , then click Customer , Payments , Billing , Logs , or KYC .
  2. Select a segment, then at the top of the table, click Filter icon .
  3. Click Add filter .
  4. In the first dropdown, select a value to filter.
  5. In the second dropdown, select a conditional.
  6. Depending on the data selected in the previous steps, enter or select additional values.
  7. Select an option:
    • To save the filtered data to the active segment: Click Save .
    • To create a new segment based on the filtered data: Click Save segment as , enter a name for the new segment, then click 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, click Data tables icon , then click Customers , Payments , or Billing .
  2. Select a segment.
  3. In the top right of the screen, click Export , then click Export as CSV . When the reported is generated, a notification is displayed in the left navigation bar.
  4. In the left navigation bar, click Notifications icon , then click the file to download.

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