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Filtering, Sorting & Editing Columns

Substly makes it easy to filter and sort your data — much like using a pivot table in a spreadsheet.

Ola Stål avatar
Written by Ola Stål
Updated over 2 weeks ago

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.

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 .csv format 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.

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