Customizing your table view

Views

Views are saved combinations of filters, sorts, and column customizations that let you display your table data in different ways. You can quickly switch between views to focus on specific data without altering the underlying table.

View types

There are a few views you can use to visualize the data within your table. Here’s an overview of each view type:

• Default View
  • The standard view that shows all rows and columns in your table. Use this as a baseline for creating new views.‍
• Non-Enrichment Columns‍
  • A view helping you focus on manually added data.‍
• Errored Rows‍
  • A focused view that highlights rows where errors occurred (e.g., missing data, failed conditions).‍
• Custom Views‍
  • Views that you create to suit specific workflows. Examples include: Rows filtered by date or status or columns customized for team-specific needs (e.g., Sales vs. Operations).

Managing views

To manage your views:

• Switch Views: Use the dropdown menu at the top of your table to select a saved view.
• Add a New View: Use the same dropdown menu to create a new view based on your current setup.
• Duplicate a View: Click Duplicate View to make a copy of an existing view and modify it without changing the original.
• Delete a View: Click Delete View to remove views you no longer need.

Filters

Filters allow you to display only the data that meets specific criteria. You can use filters to include, exclude, or group records based on rules you define.

You can also act on filtered records by selectively running actions, such as enriching a set of contacts, sending emails, or updating data, based on the filters you’ve applied.

Add a filter

To add a filter:

1. Select the filters button at the top of your table
2. In the filter menu, click + Add filter
3. Select the column you want to filter from the dropdown (e.g., Created at)
4. Choose a comparison operator you want to filter by (e.g., equal to, greater than)
5. Enter the value you want to compare against.

Example: To show records created on “2024-01-01,” set the filter as:

• Where: Created At
• Operator: equal to
• Value: 2024-01-01

Important Note: When adding filters, you can set the logic to either AND (all conditions must be true) or OR (any condition can be true). However, you cannot mix AND and OR logic within the same set of filters. If you need mixed logic, consider using filter groups.

Adding a filter group

Filter groups allow you to combine multiple filters using AND or OR logic. You can also layer filter groups up to two levels deep to create more advanced filtering conditions.

1. Open the filter menu by clicking on the Filters icon in the top menu of your table.
2. In the filter menu, click + Add filter group.
3. Inside the group:
   • Add individual filters using + Add filter.
   • Select AND (all conditions must be true) or OR (any condition can be true) as the group logic.

Sorts

Sorting allows you to organize your table by rearranging rows based on the values in a column. You can sort alphabetically, numerically, or by date, depending on the column’s data type.

To sort your table:

1. Click the Sort button in the top menu of your table.
2. In the dropdown that appears, select the column you’d like to sort by.
3. Choose Ascending (e.g., A → Z, smallest to largest) or Descending (e.g., Z → A, largest to smallest).
4. Add additional sorts by clicking + Add sort.
5. Rearrange multiple sorts by dragging them up or down in the list.Remove a sort by clicking the trash icon next to the condition.

Example

You want to organize your table so that rows are sorted by Created At (earliest date first).

To achieve this:

1. Click the Sort button.
2. Select Created At and set it to Ascending.

Columns

Columns allow you to control which data appears in your table. You can show, hide, or rearrange columns to focus on the most relevant information without changing the underlying data.

Show or hide columns

Show or Hide Columns

You can choose which columns to display to organize your table or highlight specific fields. To do this:

1. Click the Columns button at the top of your table.
2. A menu will appear with a list of all columns in your table.
3. Use the toggle next to each column to show or hide it.
4. To display all columns, click Show all columns.
5. To hide all columns, click Hide all columns, then turn on only the columns you need.

Rearranging columns

You can reorganize the order of columns displayed within your table. To rearrange columns:

1. Open the Columns menu.
2. Click and drag the reorder icon next to a column name to move it up or down in the list.
3. The column’s position will update immediately in your table.

Changing your column color

To change the color of your column:

1. Click the column header you want to edit to open the dropdown menu.
2. Select Change color.
3. Choose a color from the list (Red, Yellow, Blue, Green, Violet, or Default).