Managing Sub-Accounts with the Tabular View
What is the Tabular View for Sub-Accounts?
The Tabular View transforms your Sub-Accounts list from a card-based layout into a structured table. Each sub-account appears as a row, with columns displaying key details such as Name, Status, Creation Date, and Plan. This layout is ideal for agencies that need to quickly scan, sort, and manage multiple locations efficiently.
Key Benefits of Using the Tabular View
- Centralized Overview: View all your sub-accounts in a single, scrollable grid for easy access.
- Enhanced Efficiency: Quickly locate specific sub-accounts using sorting and filtering features.
- Flexible Layouts: Switch between the visual Card View and the data-focused Tabular View based on your needs.
- Scalable Management: Effortlessly handle a growing number of sub-accounts, from a few to hundreds.
- Data-Driven Decisions: Identify trends and patterns across your client base with clear, organized data.
Switching Between Card View and Tabular View
You can easily toggle between the two available layouts on the Sub-Accounts page.
Card View: Best for a visual overview, displaying logos and key metrics at a glance.
Tabular View: Ideal for detailed data comparison, sorting, and bulk actions.
To switch views:
- Navigate to the Sub-Accounts page from your agency dashboard.
- Click the layout toggle button in the upper-right corner of the page to switch between Card and Table views. Your preferred view will be remembered for future sessions.
Sorting and Filtering Sub-Accounts
In Tabular View, you can sort your sub-accounts by any column. Click the sort button for a column and choose a sorting option, such as alphabetical order (A-Z) or reverse alphabetical (Z-A), to organize the list according to your needs.
Customizing Visible Columns
You can choose which columns are displayed in the Tabular View to tailor the information to your workflow.
- Click the Columns button.
- In the dropdown menu, use the checkboxes to select or deselect the columns you wish to show or hide.
Frequently Asked Questions
Does switching to Tabular View affect my data?
No. The view change only alters how the information is displayed; your sub-account data remains unchanged.
Are filters saved between sessions?
Filters are reset when you leave the page, but Smart Lists remain accessible from the top bar for quick use.
Can I customize the columns that appear?
Yes. Use the Columns button to toggle the visibility of each data field.
Can I export reports from the Tabular View?
Yes. Click the Export button in the upper-right corner to generate a report from the current table view.