Adding a New Table View

In any tracker, you can easily create a new table. The new table can display the information you want or need. Best of all, it doesn't impact the main tracker view.

Click on Create New Table from the Tracker Tools dropdown menu to access the Create New Table pop-up menu. For this example, we will be creating a table view with only the Unpaid Invoices from our expense tracker.

Name and Description

Provide a Name for the new table. This must be 150 characters or fewer. Provide a short Description. This must be 500 characters or fewer.

To proceed, click on Next.

Setup Columns

Select which columns you want to Show or Hide. Hiding columns will only hide them for this table view. The data will still be visible in the Primary Table.

To proceed, click on Next. To makes changes to the previous slide, click on Previous.

Setup Rows

This optional step allows you to select any Filters you wish to apply to the data. Filtering the data further customizes exactly what is visible on the table. For the purpose of the example, we only want to see unpaid invoices so we choose the column "Invoice Status" and make sure the data we are pulling "Is One of" the choices "Unpaid".

Default Sort By: Select how the data will be sorted in the table. For example, we have chosen to sort our Unpaid Invoice entries by date, oldest to newest, to make sure we see the oldest unpaid invoices at the top of the tracker.

Default Group By (Unique By): This allows you to see the most recent entry for each unique value within a single column. For example, we want to see the most recent entries for both of the Invoice Status options: "Unpaid" and Paid"

But for the overall example, we will leave the Default Group By (Unique By) filter blank.

To create the table, click on Create. To makes changes to the previous settings, click on Previous

We are ready to use our new table view:

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