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!
Reordering Columns in the Document Dashboard — FAQ
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.
Can I hide columns in the Document Dashboard?
Yes. Users can click the Visible Columns button to open a list of available columns and toggle each one on or off.
Why would someone want to reorder columns?
Reordering, hiding, or showing columns helps you focus on the information that matters most—such as sales values, quote status, or forecast details. By arranging columns in the order you prefer, you can view data in a way that’s more intuitive, making it easier to track performance and manage your documents
Can these settings (order and visibility) be saved or remembered?
Yes. Any changes you make such as reordering columns or showing/hiding them can be save. This ensures your preferred layout is retained the next time you view the page.
Does reordering or hiding columns on the dashboard apply to the whole company?
No. These settings are only applied to your own account. Other company members will not see your column order or visibility preferences.