Skip to main content

Grid Views

This article shows you how to sort, filter, and search data in grids, as well as how to clear filters when you want to start fresh

A
Written by Abby Plasha
Updated over 2 months ago

Grids are used throughout the platform to display and manage lists of information. While the data may change depending on where you are, the grid functionality works the same way everywhere.


Using Filters in Grid View

Filters help you narrow down results so you can quickly find what you’re looking for.

  1. Select a column filter icon
    Each column header includes a filter icon. Click it to open the filter options for that column.

  2. Choose a filter type
    Depending on the column, you may see options such as:

    • Contains / Does not contain

    • Equals / Does not equal

    • Begins with / Ends with

    • Blank / Not blank

  3. Enter your criteria
    Type the value you want to filter by. The grid updates automatically to show matching results.

  4. Combine filters
    You can apply filters to multiple columns at the same time to further refine your results.

Clearing Filters

To return to the full list of data, select Clear Filters. This removes all active filters and resets the grid to its default view.


Sorting

  1. Select a column name to apply sorting.

  2. The first selection sorts the column in ascending order and displays an upward arrow.

  3. Select the same column again to sort in descending order, shown by a downward arrow.

  4. Select the column a third time to remove the sorting and return the grid to its default view.

Did this answer your question?