Customize the way your data is displayed. Whether you're filtering, sorting, exporting, or adjusting what columns are visible, you control the view.
Filtering
You can filter data by clicking the filter icon (🔽) next to column headers like Categories (see image below).
Tick one or more boxes to include specific values.
Use the search bar to find the filter you’re looking for quickly.
Click Apply to update the view.
To clear the filter, click Reset.
This allows you to focus on only the tools, users, or categories relevant to your task—just like narrowing down results in Excel or Google Sheets.
💡Pro Tip: Use the search bar (above the table) together with filtering to narrow down what is shown and exported. For example, you can filter by a category and search for a specific app name or team. This makes it even easier to zoom in on exactly the data you’re after.
Summary row
The Summary Row provides a quick overview of your filtered data by displaying key totals at the bottom of the table. It's especially helpful when you want to see total spend, number of licenses, or other aggregated values without having to export or calculate manually.
How to enable the Summary Row:
Go to Services > Approved Services > Edit Columns
Scroll to Other options
Check the box for "Show summary row"
Click Save
Once enabled, a new row appears at the bottom of the table. It automatically calculates and displays summaries (like totals and averages) for the visible columns—based on your current filters.
💡Pro Tip: Use this to instantly see how much you're spending on approved services or how many licenses are in use—without leaving the page.
Sorting
Pages with tables support sorting on most columns. To sort a table, just click a column title.
First click = ascending order (A–Z or lowest to highest)
Second click = descending order (Z–A or highest to lowest)
Third click = removes the sorting
Sorting and filtering work independently so that you can apply them together for maximum flexibility.
Edit columns
Want to customise what columns are visible? Pages that support customizing the columns shown have an Edit columns button in the top right corner of the table.
Click the Edit columns button.
Tailor the view based on what’s relevant for you by choosing which columns to show or hide.
Your settings are saved, so your preferred layout is ready to go next time you return to the page.
Exporting
Once you've adjusted the view, click the export button at the top of the table to download the data.
You’ll export only what's currently shown on the page (based on filters and search).
Useful for internal reporting, budget reviews, or presentations.
The Export option is available on most pages.
Exports are in
.csvformat for using in Excel, Google sheets or similar tool.
👉 No need to export everything and clean it up later — just filter, search, and export exactly what you need.