A key principle of Planhat is compiling data from lots of sources into one place, so as a CSM you have all the information you need. Filters are a great way to make sense of that data, by extracting key points relevant to you.

Filters in the data module serve two purposes: (1) they cut down your data records to a chosen group (e.g. companies in the onboarding phase, or companies with MRR above a certain value), and (2) they can be used to determine which fields (table columns) you show for that group (as, for instance, the important information when reviewing your tech-touch customers might not be the same as the important information when assessing your key accounts). You can read more about designing and building filters here.

In this document:

Filters can have default columns or set columns

Each filter you create can have COLUMNS PREFERENCES set to either Default or a specific set of columns, as shown in the screenshots below.

Default columns

Set columns (example)

🚀 Quick tip: if you click on the X (as shown below), you can quickly reset to default columns.

How can I edit the columns in table view?

There are multiple ways you can choose which columns (fields) you see when you're viewing records in table view in the data module.

Method 1: 'Edit Filter' > 'COLUMNS PREFERENCES' > 'Manage Columns' > 'Apply'

On the data module, put your mouse over a filter name to see three vertical dots. Click on that, and then Edit Filter.

Next, click within the COLUMNS PREFERENCES box:

This opens the Manage Columns window, where you can drag and drop columns to your chosen configuration, and then click Apply.

Method 2: 'Manage Table' > 'Manage Columns'

While viewing the data in a table with a filter selected (e.g. Onboarding is selected - shown in blue text on the left - in the screenshot below), click on the Manage Table icon. (The tooltip description will appear when you put your mouse over the icon.)

This opens up the Manage Columns window pictured for method 1 above, but this time there are two different options to save: Set for filter (let's call this method 2a) and Apply (method 2b):

More on the difference between these two later.

📌 Important to note: if you have clicked into (selected) the All Companies filter, or another filter that you do not have permission to edit, the only option you see will be Apply.

Method 3: right-click on a column heading > 'Add column to the left/right'

While viewing the data in a table with a filter selected, right click on a column heading (or between column headings), put your mouse over Add your column to the left or Add your column to the right, and select your chosen column (using the search box if necessary).

What are the effects of editing columns using these methods?

You may be wondering whether changing the column selections affect just the selected filter or other filters. And do they only affect your view, or the view of your Planhat teammates too?

It actually depends on which of the above methods you used. Therefore, think about what effects you'd like, before you choose your edit method. Maybe you want to set the columns for a specific filter to be optimal for your whole team, or perhaps you want to make a quick change that is only visible to you.

Effect pattern 1

If you edit columns using method 1 above (Edit Filter > COLUMNS PREFERENCES > Manage Columns > Apply), or method 2a (Manage Table > Manage Columns > Set for filter), the effects are:

  • The filter you changed is changed for you and your teammates.

  • No other filters are changed for you or your teammates.

Effect pattern 2

If you edit columns using method 2b (Manage Table > Manage Columns > Apply), or method 3 (right-click on a column heading > Add column to the left/right), the effects are:

  • The filter you changed is changed just for you (i.e. it doesn't affect your teammates).

  • All filters with default columns are also changed, just for you.

  • No filters with set columns are changed (other than the one you've just edited if it's a set filter).

📌 Important to note:

  • See earlier in this article for more on viewing/selecting whether filters have default columns or set columns.

  • If you experience a filter with set columns appearing to behave as a filter with default columns, and therefore changing unexpectedly, it could be 'stuck' in the wrong state - to resolve this, view and resave the set columns (using method 1, without actually making any changes), and that should correct this.

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