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Unlock new levels of customization & insights with managed columns πŸ“Š
Unlock new levels of customization & insights with managed columns πŸ“Š

View the data that is important to you and export for easy reporting

Updated over a week ago

How to Manage Columns in Your Data View

This latest update is all about enhancing how you visualize your data.

This feature makes it faster than ever to view the data that is important to you and allows you to build great reporting.

To get started, simply navigate to either the Bills or Invoices section of your account. Once there, make sure you have selected the columns icon within the view toggle. This will bring up a list of all the available columns for that particular section.

Next, select the down arrow to open a drop-down menu where you can select the specific data you wish to display. This allows you to customize your view and only see the information that is relevant to you.

But that's not all! We have also added the option to export this feature into a CSV report of your choice. This means you can easily save and export your customized data.

πŸ’‘ Have questions or need further assistance? Strike up a conversation with our support team using the in-app chat messenger. We are always happy to help!

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