Tip: If you modify the table layout, you can save those changes so that they appear every time you revisit the table. You can save for just yourself by choosing Layout>Save For User, or you can save the changes for the entire company by choosing Layout>Save For Company.
You can add, remove, select all, expand/collapse, or insert rows, right-click the table row, point to Rows, and then click the action you want to take.
Right-click the table, point to Export to, and then choose PDF or Excel. Which options appear depend on your system configuration. Choose a location to export the file in the Save As dialog that appears.
You can filter data either from the context menu or using the filter icon in the upper left corner of the table.
When you select Filter, a filter row appears between the header row and the data rows. Type your filter into that cell. Each column has a default operator, but you can click the operator to choose a new one.
To switch out of filter mode, click the Filter icon again, or right click, point to Filter, and then click Hide.
You can show/hide columns in one of the following ways:
- Right-click the table, point to Layout, and then click Field Chooser. Select the check boxes beside those columns you want to include.
- Click the Field Chooser icon in the upper left of the table and select the columns as above.
Click and drag a column to a new location.