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 item details in a table format, including creation/modification data, labels, status, reminders, and more.
Filtering information by item type (e.g., article, link, file).
Sorting data by different columns.
Exporting data to Excel or CSV.
Choosing selected columns to focus on specific data based on content type.
Regular use of personalized reports for consistent tracking.
How to organize items in the table view:
Datatype: Choose the datatype to display all fields in the table columns by clicking the "Datatype" button in the top-right corner of the table.
Group By: Organize items by predefined categories (e.g., due date, status, item member) by clicking the "Group By" button.
Columns: Select and arrange the columns in the table by dragging and dropping them. You can also fix a column to the left (the "Title" column is fixed by default).
Filter: Click the filter button in the top-right and select your desired filter for specific columns.
Sorting: Sort data within columns in ascending order (A-Z, high to low, nearest to farthest) by clicking the arrow next to the column header. Each click will toggle the sort order, and you can sort by multiple columns at once.
Additional actions:
Saving and Editing a Custom Report:
Arrange the table with your preferred parameters, filters, sorting, grouping, and columns to be displayed.
Click the "New left" button in the top-right corner of the screen (next to the "save" button).
Define a title and description for the report.
Click "Save".
Your report is now saved and will appear in the list of reports at the top-right of the screen for easy access.
Managing Reports:
Editing: When you open a saved report, you can adjust how the data is displayed. Click "Save Changes to Report" to preserve the updated view.
Deleting: Deleting a saved report removes the custom display layout from the table, but the items themselves are not deleted.
Sharing: Group admins can share a saved report so that the configured layout is visible to everyone in the group.
Exporting a Table to Excel or CSV:
Arrange the table with the data you wish to export, including any filters and sorting you’ve applied.
Click the "Export" button in the top-right corner of the screen.
In the next window, choose whether to include linked information, such as customer records and related transactions, in the export.
The exported file will also include checklist items and links to attached files (which remain active for 7 days) for each item.