Skip to main content
On this page, you will learn how to:
  • Use filters to quickly narrow down entries
  • Show and hide columns
  • Adjust sorting
  • Save and reuse views

​
Using Filters

With table filters, you can quickly narrow down large lists.
  1. Open the desired list.
  2. Click Filter in the top right of the table toolbar.
  3. In the popover, you can:
    • click together filter rules in visual mode
    • or enter a simple search line via the text search (optional).
Detailed examples for filters can be found here.

​
Customizing Columns

In many lists, you can determine which columns are displayed.
  1. Open the desired list.
  2. Click Columns (or the column icon) in the table toolbar.
  3. Select which columns should be visible.
  4. Drag columns in the table to the desired position via drag & drop (if available).
Your settings are generally saved per user, so you can continue working with your preferred view.

​
Adjusting Sorting

To change the sorting:
  1. Click on the column header you want to sort by (e.g., Created On, Due On, Amount).
  2. Clicking again reverses the sort order (ascending/descending).
In some lists, you can additionally set a default sorting per saved view.

​
Saving Views

More complex combinations of:
  • Filters,
  • visible columns,
  • their order,
  • and sorting
can be saved as a view.
  1. Set up the list as you need it.
  2. Open the views menu (e.g., above the table).
  3. Select “Save as View”.
  4. Assign a name (e.g., “Open Invoices Q3 DE”).
The saved view will then be available as a tab or entry in the selection list and can be selected, renamed, or updated at any time.