In this topic:
TRACT presents data in table format for ease of viewing.
How Do You Access Tables?
You see data presented in table format when you click accounts workspace tabs and detail tabs.
How Do You Interact with Tables?
You can select which columns to include and exclude from view, sort search results, and export visible table contents to a CSV file format. To see more information about a table value, click the icon.
To sort search table results alphanumerically, click a column header.
The table results sort into alphanumeric order according to the selected column.
To add or remove table columns to display additional or different data, do one of the following:
- To add columns to table results, click on the Columns menu and select check boxes next to column headers you want to add.
- To remove columns from table results, click on the Columns menu and clear check boxes next to column headers you want to remove.
- Clicking Restore Defaults returns column headers to the default selection.
You can move table columns to a new position in the table. If you leave the TRACT application and return, the table column location choices persist for your user account.
To reorder a table column, click and drag a column header to a new location in the table.
To export table contents that are visible in the panel to a comma-separated-value (CSV) file, do the following:
- Click Export.
- Save the CSV file or open it with an application that can process CSV files, such as Microsoft Excel or Numbers.
Note: To adjust the number of table results visible in the panel, select a number in the items per page menu.