All updates
Improvement
Financial table: movable columns and saved views
Arrange the Table columns in the order that suits you, then save your settings as views, for yourself or for the whole team.
In Finance › Analysis › Table, you can now choose the order of the columns and find your favourite tables in one click.
Moving columns
- Drag a column header left or right (on a phone: long press, then drag). The first column always stays first.
- In “Options”, the “Column order” section offers a drag handle and Move up / Move down arrows, usable with the keyboard.
- The CSV export follows the displayed order. “Reset” restores the original columns and their order.
Saved views
- The “View” menu keeps the grouping, Amounts or Quantities, the columns and their order, the filters and the period when it is a shortcut such as “This month” or “Last month”.
- “Save as a new view”: for yourself only, or for the whole team (administrators and managers only).
- A “modified” badge shows that the table no longer matches the open view: update it or save a new view.
- Renaming or deleting a view always asks for confirmation. The “Default view” is always available.