Advanced Table Views

Overview

In almost all areas, Backstage displays data in a table. This allows you to easily manage and analyse the information.

Custom tabular view of an Invoice

Table View controls and features

The easy-to-use table features let you have a clear overview of your data and streamline your workspace:

• Arrange, add, or remove data columns.
• Sort and filter data with different parameters.
• Customize table views to fit your needs.
• Export all data effortlessly.

Quick Search

Quick Search helps you find specific data using search terms. You can search across all fields or limit the search to selected columns.

Quick Search: Search in all fields

Filters

Filter lets you create customized data views with multiple parameters. You can define complex conditions - ideal for recurring evaluations or detailed analysis.

Choose from several conditions to narrow down your results:

• Use Logic operators:
  • AND – Include only results that meet all conditions.
  • OR – Include results that meet at least one condition.
  • Field: choose whether to search all available fields or limit the search to a specific one.
  • Filter: define how to filter the table’s data with these options:

• Text/Value: Enter the value (a word, words, or number) to use it as the basis for the filter.
• Click the plus icon to add more parameters.

Table Filter: configure filtering parameters

Sorting

Simple Sorting

Click any column header to sort the table data in descending order. Click it again to switch to ascending order. An arrow next to the header shows the current sorting direction.

Table Sorting: Click column header to sort the column data

Sorting by multiple fields

Use the Sorting menu to sort a table by multiple parameters. To define the sort order, you can select any number of fields – even hidden ones.

Sorting menu: configure sorting parameters

When you apply multi-field sorting, the table sorts top to bottom: first by the first field, then by the second field, and so on. This works similarly to a custom sort in a spreadsheet.

To remove multi-field sorting:

• Click any column header in the table view. This action replaces all previous sorting settings.
• Alternatively, open the Sorting menu, remove all criteria, and click Apply.

Configuring views

You can choose table layout options like single or multiple rows and decide whether the View is personal or shared with your team. To reuse table layouts and filters, save them as Views. 

Configure table view:

1. Click View > Configure.
2. Enter a descriptive Name.
3. Select Row Layout:
   • Single Row: Displays each record in one table row.
     • Add fields from the dropdown to customize your View. Use drag-and-drop or arrow icons to arrange them as needed.
   • Multiple Rows: Stacks each record across multiple table rows.
     • Add fields from dropdowns, add columns/rows with plus icons, use arrows to merge cells.
4. Click Apply.

Configure table view: Single row

Configure table view: Multiple rows

Save table view:

1. Select Views > Save View.
2. In the Save View dialog, enter a name for the View or select an existing name from Existing View to overwrite it.
3. To make the View available to others, select the Available for all users option.
4. All your Views are then available for selecting at the bottom of the Views menu.

Save View dialog

Views dialog: Views management options. A custom view is saved and available

Manage table views

• To create a new View, go to Views > Save View in the table menu.
• To manage existing Views:
  1. Select a view the Views menu.
  2. Click Views > Configure.
  3. Modify the view as needed.
  4. Click Save.
  5. In the Save View dialog, you can select a view from the Existing View dropdown to overwrite it.
• To restore a View to its original settings, select it in the View menu and then click Reset View.
• To delete a View, select the view from the list and click Edit > Delete.

Exporting table data

You can export any table view as a TXT file or Excel file. Define export and content settings and select any available database fields for export.

To export data from a table view:

1. Click Export.
2. In File Type, select the export file format.
3. In the Field Mapping for the Export panel, select the fields you want to export. Add as many individual fields as you wish by clicking the plus [+] icon.
4. Click Start Export.

Customer overview: Export table data

Configuring columns of data

Use the context menu (right-click a column header and click the ☰ icon) to show or hide columns.

Select fields you want to display and disable those you want to hide. You can also rearrange the column order with the arrow icons.

Table’s context menu