Group management in table view
Carolina Esses avatar
Written by Carolina Esses
Updated over a week ago

A table view will allow you to manage data, lists, and track your processes easily.

To switch to table view, click on the "Table" button in the group's Views menu.

The report view will look like this:

The report screen can primarily be used for:

  • Viewing data of items details in a table format along with creation and modification data, attached labels, status, reminders, and more.

  • Grouping data by the A-B categorization.

  • Filtering information by the type of shared item (article, link, file, etc.).

  • Sorting data by different columns.

  • Exporting information to an Excel or CSV file.

  • You can choose the selected columns that will appear in the report based on content type, thus focusing on specific data.

  • Regular use of a personalized report.

Key actions that can be performed on this screen:

  • Filtering items by content type (form) based on the shared information contributor.

  • Sorting data by categories in each column.

  • Creating new items

  • Saving a report for yourself according to desired fields and filters created in the table.

  • Exporting a report to an Excel or CSV format based on the chosen data view. Data export is possible for group administrators or system administrators who are also group members.

How to share new item within a group:

  • Click the "Create" button in the top left of the table.

  • Select the relevant datatype, group, status and fields.

  • Create

How to organize items in the table view:

Datatype - Choose the datatype to display all fields in the table columns. Click the "Datatype" button in the top right of the table.

"Group By" - Choose how you want to view the items by grouping, by clicking the "Group By" button. This allows you to organize the data quickly according to predefined categories like due date, status, item member, etc.

Columns - Select the columns to be displayed and their order in the table. You can drag and drop columns to change their position. You can also fix a column to the left, by default the "Title" column will be fixed.

Filter - Now click on the filter button in the top right and select the desired filter from the categories of specific column.

Sorting data in the column - You can sort the data in columns in ascending order (A-Z, from high to low, from nearest date to farthest). Click the arrow button at the top of the column header. Each click will change the display order. You can sort by more than one column, just click in another one.

Additional actions:

Aggregated Value:

At the bottom of the table, an "Aggregated Value" row will appear, showing a summary of the data in the table.

Clicking on the displayed accumulated value allows you to change the type of accumulation (sum, average, minimum, or maximum).

Saving and Editing a Custom Report:

You can create a saved report with different parameters, filters, sorting, grouping and columns to be displayed in the report.

This option allows you to easily access to your prefered data view.

  1. Arrange the table as described in the previous section.

  2. Click the "New Report" button in the top right of the screen (next to the "New" button).

  3. Define a title and description for the report.

  4. Click "Save."

Now your report is saved and will appear in the list of reports at the top right of the screen.

Editing - When you open the report, you can make changes to how the data is displayed. Click "Save Changes to Report" to preserve the latest view.

Deleting - When you delete a saved report, what is deleted is how the data is shown in the table. The items will not be deleted.

Sharing - The group admins can share a saved report, so everybody in the group will see the layout that was configured.

Exporting a Table to Excel or CSV:

Arrange the table with the data you want to export to Excel, including filters and sorting.

Now you can export the report to an Excel or CSV file by clicking the "Export" button in the top right of the screen.

In the next window, you can choose whether to export the information details along with the linked information, such as customer records and all related transactions.

The exported information includes checklist items and links to attached files (live for 7 days) for each item.

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