Smart Tables

Smart tables streamline the way you view, organize, and manage data, making it faster and easier to analyze large datasets. With features like sorting, filtering, and search, smart tables help you focus on the information you need while maintaining flexibility and control.

Some features include:

• Highlight rows: Hover over a row to highlight it for better visibility.

• Display options: Choose to display 15, 25, 50, 100, or 2000 items per page, depending on your preference and the dataset size.

Search the table

Perform a search to locate specific data without scrolling through the entire table.

1. On the column headers, depending on the data type, do one of the two actions:

   • Enter a term into the filter box.

   • Click the down arrow icon and select an option.

2. Click Search or press Enter.

Add or remove columns

Customize the table to display only the columns that are relevant to your current task.

1. Click Options .

2. Select or clear column names to add or remove them from the table view.

Add filter

Filters narrow down the table to display only the data you need. You can apply multiple filters simultaneously, and all active filters appear in the upper-left corner of the table.

1. Click Filter.

2. Click Add filter.

3. Select a column name, a filter option, and enter or select a value.

4. Click Apply filter.

To reset all applied filters and sorting preferences for a fresh start, click Clear.

Filter options

When adding a filter, select from different settings depending on the data type:

• Text fields: Starts with, Contains, Not equal to, and others.

• Number fields: Less than, Greater than, Between, and others.

• Date fields: After, Last 30 days, This year, and others.

Sort columns

Sort the columns in ascending or descending order. Click the heading cell of the column you want to sort. An arrow appears to indicate the sort order.

• Up arrow for ascending order.

• Down arrow for descending order.

Change column position

Rearrange columns to create a layout that matches your workflow.

1. Click, hold, and drag the Move columnicon on the column header to a different position.

2. Release the mouse button to drop the column into its new position.

Save filters

Save filters to reuse them for recurring tasks, saving time.

1. Add a filter.

2. In the column header, click the filter you created.

3. Click the Favorite icon in the Filters window.

4. In the Save filter window, enter a name for the filter.

5. Select one of the options to configure the Default setting:

   • Yes: Apply the filter automatically when accessing the table.

   • No: Save the filter without applying it by default.

6. Click Save.

To apply a saved filter, click Filter and select the saved filter from the menu in the upper-right corner.

Export data

Download the table data to analyze it offline or share it in a preferred format.

1. On Export call escalation table as, select a file format:

   • Excel document (.xlsx)

   • Tab delimited (.txt)

   • Comma delimited (.csv)

2. Click Export.