How to Reorder Columns in the Document Dashboard
Customize your Quotecloud Dashboard Table in just a few clicks! In this quick guide, you’ll learn how to reorder columns, toggle their visibility, and save your preferred layout for future sessions. Whether you need to highlight key metrics or streamline your workflow, these simple steps will help you tailor your dashboard to fit your unique needs. Watch now and take control of your data!
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Frequently Asked Questions (FAQs) – Reordering Columns in the Document Dashboard (QuoteCloud)
What is the purpose of reordering columns in the Document Dashboard?
Reordering columns allows users to customize their dashboard view, surfacing the most relevant data first and improving workflow efficiency and visibility of key metrics.
How can users show or hide specific columns in the Document Dashboard?
Users can click a "Visible Columns" button to open a list of available data columns. Clicking a column toggles its visibility: highlighted (blue) columns are displayed, while unhighlighted ones are hidden. (more information)
What is the process to reorder columns?
To adjust column order, users typically click and hold on a column heading, then drag it to the desired position. A visual indicator (such as a blue line) shows where the column will be placed. Releasing the mouse button finalizes the new order. (more information)
Why would someone want to reorder columns?
Reordering helps optimize the dashboard layout for individual needs, making frequently used or critical fields more accessible at a glance—enhancing productivity and clarity.
Can these settings (order and visibility) be saved or remembered?
Yes—once columns are reordered or visibility preferences are adjusted, these layout customizations persist across future sessions, helping users maintain a consistent dashboard experience. (more information)
Does this function differ between dashboards (e.g., Sales Quote vs. Document Dashboard)?
Core functionality—reordering and toggling column visibility—remains consistent across dashboards, though the exact interface (labels and icons) might vary. The Sales Quote Dashboard, for instance, uses similar drag-and-drop actions and "Visible Columns" control. (more information)
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Summary Table
| Feature | Description |
|---|---|
| Reorder Columns | Click and drag a column header; release where you want the column to appear. |
| Show/Hide Columns | Use the "Visible Columns" toggle; blue indicates visible, unhighlighted = hidden. |
| Save Layout | Custom order and visibility preferences are retained for future use. |
| Use Case / Benefit | Enables quick access to key information and optimizes user workflow. |
| Interface Consistency | Similar controls across different dashboards; labels/functionality align. |
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