Working with tables

Tables provide a structured way to display and manage data. They include features for sorting, filtering, customizing, and exporting data so you can view information in the most useful format for your needs.

Understanding the table layout

When you open a page with a table, you’ll typically see:

• Column headers
  Define the type of data in each column (e.g., Date, Job Name, Recipient, Country, # Pages).

• Rows of data
  Each row represents an individual record, containing details for the report or dataset.

• Sorting indicators
  Clickable column headers with arrows (↑/↓) to control sorting order (ascending or descending).

• Navigation controls
  Pagination controls at the bottom to move through multiple pages of data.

Example - Outbound Reporting in Cloud Fax

Setting data ranges

Use the Date Range feature to specify the time period for your report. Choose from predefined options or set custom dates and times. Reports can include data from the past 45 days.

Accessing date range options

1. Navigate to the top of the page.

2. Select the Data Range tab.

Using quick ranges

Select a predefined quick range from Quick Ranges to immediately apply it and generate the report.

Selecting a custom date range

1. Click inside the date and time field to open the date picker.

2. Select the start date and time.

3. Select the end date and time.

4. Ensure the selected range does not exceed 45 days.

5. Optional: Click the Timezone dropdown and select the appropriate timezone for your report.

6. Click Generate Report to apply the date range and generate the report.

Important notes

• Data availability
  Reports can only include data from the last 45 days.

• Processing delay
  Data may be delayed by a few minutes, as noted in system notifications.

• Timezone accuracy
  Select the correct timezone for accurate results.

Sorting data in tables

Some columns can be sorted in ascending or descending order:

• Click a sortable column header (e.g., Date) to sort.
  → The arrow (↑/↓) indicates the current sort direction.

• Click again to reverse the sort order.

Using filters to refine data

Filters narrow your results based on specific criteria. Available filters vary by view and function (e.g., monitoring and reporting sections may have different filtering options).

1. Click Main Filters to open the filtering panel, e.g.:

8. For manual input fields (e.g., Recipient, Billing Code):

   • Type your search term.

9. For dropdown fields (e.g., Country, Status):

   • Click the field to open the dropdown.

   • Scroll or use the search bar to find a value.

   • Select one or more options.

10. Click Apply to update the table.
    → The filtered results display in the table.
    → Applied filters appear at the top of the table.

Clearing filters

• Clear all
  [1] Click Reset in the filter panel or Reset Filters at the top of the table.

• Clear one
  [2] Click the filter label at the top of the table.

Customizing columns

You can show, hide, and rearrange columns to focus on the most relevant data.

Showing or hiding columns

1. Click COLUMNS at the top of the table.
   → The column selection sidebar appears on the left, displaying a list of all available columns.

2. In the column selection sidebar:

   • Check a box to display a column.

   • Uncheck a box to hide a column.

The table updates automatically as you make changes.

Searching for columns

Use the search bar in the sidebar to quickly locate columns. Only matching columns are shown.

Rearranging columns

• In the table: Drag and drop the column header to a new position.

• In the sidebar: Drag the handle icon next to a column name to move it.

Downloading reports

Export table data for use in spreadsheets or reports.

1. Click Download Report at the top of the table.

2. Select a file format (CSV or Excel).
   → The file is downloaded to your device.

For more details, click the ? icon next to Download Report.