About the Table Home Page

The image below shows a typical table Home page, which can be accessed by clicking a table name in the Table bar. The intent of the Home page is to provide a view of the table (the default report, a specific report, or the advanced search form).

From this page, you can:

  • Use dynamic filters to show fewer records. If your table is large enough that you'd like to show a subset of your data, or you're looking for something specific, the table Home page offers two ways to show a smaller set of records: the list of dynamic filters on the left side of the page, and the Search these records box above the report.

    Note: The filters are shown when the table Home page is set to display a report or the default report. If you do not see filters, there may be no filterable fields for that table, or your role may prevent you from seeing the fields used as filters.

  • Create a new report. If you've filtered the table, you can click the Save button that appears on the Page bar to save your changes as a report.

  • Email the list. Click Email on the Page bar to email the list of records shown on the table Home page. Note that this action will only email up to 1000 records.

  • Print the list. Click More > Print on the Page bar to print the list of records shown on the table Home page.

  • Update your data. Add a record, or modify an existing record.

  • Show a list of reports. To access a list of reports for the table, click REPORTS & CHARTS in the Page bar to open the reports panel.

  • Import or export data. The More menu has several options to import or export data from your table. Use More > Save as a spreadsheet to save just the records shown on the table Home page, or for more power and flexibility, try More > Import/Export. (Read more about importing from Excel.)

  • Hide or add columns. You can hide or add columns to customize the data you see on the default report. Click the column and choose to hide it, or click the column next to where you'd like to see an additional column, Note: These columns changes are temporary; the report appears with its defined columns next time you load the page.

If you have permission to alter table settings, you will see other commands on the Page bar that you can use to:

  • Go to table settings. Click the SETTINGS link under the table name to access the table settings page.

  • Customize the page. Click Customize this Page to choose what to display on the table Home page (the default report, a specific report, or the advanced search form), and define different views for each role in your app. (Read more about customizing the home page.)

Filtering data

If the report that appears on the table Home page is set to display dynamic filters, you now have a great way to quickly find the data you need. These filters appear on the left side of the table Home page. The filterable values for a field appear indented beneath the field name. If a field has many values and you're not interested in filtering on it, you can collapse it by clicking the arrow to the left of the field name. You can also resize or close the filter list. Read more about dynamic filters.

To use dynamic filters:
  • Click a field value to limit the list shown to records containing that value. You can tell when a filter is in effect, because the value is highlighted in the list of filters, and the filtered value is shown at the top of the list, next to the Search these records box.

  • Click multiple values for a single field to show all records with any of those values.

  • Click a value in each of two fields to show only records with both values.

  • Click a highlighted field value to remove that filter. You can also remove it by clicking the x icon next to the filter shown beside the Search these records box.

Note: Your role affects the field values shown in the filter list (for example, if you aren't allowed access to a filterable field, it won't display in the list).

If you'd rather type your search term, the Search these records box allows you to search the fields in the table that have been configured to be Searchable.

Technical notes on filtering:

  • If a field has a value longer than 512 characters, dynamic filters for that field will be disabled.

  • If a field has over 200 values, it will display with a message that there are too many values to use for filtering. If all the filterable fields have too many values to display, you are directed to a search page so you can search for and display a subset of your data.

  • If a field has 60-200 values, some values will display, and the last item in the list will be an All Choices link, which opens a dialog with all the choices available for that field.

  • To refresh the filter list, click the table name in the Table bar. The filters and values in the filter list are not updated as you modify your data, for example, if you add a new choice to a multiple-choice field. Reloading the page using the browser controls will also not update the filter list.

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