TABLE OF CONTENTS

• Description
• Adjust Columns and Row Preferences
  • Toggle Columns
• Filtering Data
  • Filtering Text
  • Filtering Numeric Data
  • Filtering Dates
  • Saved Views
• Exporting Data
• Bulk Actions

Description

This is a general overview of how data is represented and manipulated within tables across your SoftLedger system. Get familiar with how to view, manipulate, and export the data in your tables and lists. For example, the Journal Report represents data in a table:

Adjust Columns and Row Preferences

Any table with this icon in the top left has the ability to hide and reveal extra columns and the number of rows visible in the table per page. Certain tables also have the ability to save your user's table preferences. This allows you to set the default columns/rows you wish to view when returning to this part of SoftLedger.

Toggle Columns

Follow these steps to adjust the visible columns or rows:

1. Click the manage Edit Display icon

2. Columns with a check mark are currently visible, columns with a blank square are currently hidden:

• Cancel - Close the above window without any changes.

• Save as Default - Holds the selected columns and number of rows to be the default view when returning to this table.

• Apply - Applies the column and number of rows to the visible table, but won't be the default table view going forward.

Filtering Data

Most tables will also have a way to filter what appears in the table based on the fields available in the table. Click on this filter icon to see the possible table filters:

This opens filter field options where you add one or more filters to control the data that is displayed in the table based on the inputs in your filters:

Filters can include OR functions, meaning the filter can return results based on separate sets of filters if one is true:

Filtering Text

Select a text field (e.g. Reference) to filter the data in the table based on the text to match that field:

• The = operator will only show data in the field chosen that match the text exactly

• The Contains operator will show data in the field chosen that contains the inputted text in some portion of the field (e.g Entering "Bill" in the filter would return "Bill Payment" )

NOTE: To include specials characters in your search, use the back slash "\". 
e.g. Searching for Payee_ is input as Payee\_ in softledger

Filtering Numeric Data

Numeric data can be filtered as an exact match, greater than, greater than or equal to, less than, or less than or equal to operators:

Or as a range by entering multiple lines with the same field. For example, add the Journal.number field with a range of 1-100 by creating the filters in the image below:

Filtering Dates

Filter date fields with either a starting or ending date (e.g. 01/01/2020 for start of the year) or a range:

Saved Views

You can create a set of filters that you would like to save to be able to add quickly to a table. First, add the filters to create the saved view:

Then click the + icon next to the View box to create the title of the view and click Save:

Now, when returning to this table, you will see the created view from the view dropdown box at the top left of the table:

You can edit the view by clicking in from the view dropdown box and then clicking on the filter icon to edit and delete filter lines.

Exporting Data

Table data can be exported using the export button at the top left of the table:

Clicking this icon will export the data currently in view within the table (so be sure it is filtered or has the columns you want to export).

Bulk Actions

Some tables allow you to select multiple rows and perform bulk actions on them:

Refer to the How to use Bulk Actions article to learn more.