The new Column Picker functionality enables users to customize and arrange the columns in report tables for a more tailored data view.
This feature is available for all report tables in specific areas of the application, including Campaigns, Tracking Numbers, Groups, and Users. The Column Picker allows users to select, arrange, and customize the columns shown in reports, including CSV and PDF downloads.
Available Items in the table
- The items available for selection in a table are limited to the columns included in the table.
- For example, if the Conversations table contains 14 items today, only these 14 items will be available for selection and arrangement in the Column Picker.
Scheduling Reports with Column Picker
- When scheduling a report, a new Custom Column checkbox is added.
- If the Custom Columns checkbox is checked, the columns shown in the report will match the columns selected and arranged via the Column Picker.
- The CSV and PDF report downloads will reflect the customized column selection and arrangement based on the Column Picker.
Table availability for Column Picker
- The Column Picker is available for the following tables:
- Conversations
- Conversation Scoring
-
- Campaigns
- Reports
-
- Tracking Numbers
- Groups
- Users
- Settings tables are excluded from the Column Picker functionality. The Column Picker will not be available for settings tables.
Saving and Inheriting Settings
- Admins can save the selected column settings for tables, which are then inherited by sub-groups within the account.
- Users at any level can modify the settings for their specific account or group, but these changes will only apply to their account and will not affect the global settings.