How to Customize Column Layout

Navigating to Custom Columns Option

1. Choose the required document screen and click on the Edit Columns button.
   

Customizing the Columns

1. To add a new column to the view, Check the checkbox against the column name in the list of Hidden Fields.
   

1. To remove a column from the view, Uncheck the checkbox against the column name in the list of Visible Fields.
   

1. To rearrange the columns in the view, click and drag the column name to the required position.
   

1. Click on the Apply Selection button to apply the customized column layout.
   

• Related Articles

• Using Export Manager to create Customized Reports

  Every Document on the system can be exported. Exports that are frequently used can be templatized by Creating a Template for the Export under Settings. Navigating to Exports Templates From the Finly Dashboard Navigate to the Settings Option from the ...

• How to Create a Scoped View for Better Navigation

  Navigating to Create New Views Choose the required document screen of your choice in which you need to create a customized view. Click on the kebab (three vertical dots) menu button and choose the Create New View option. Customizing the View Click on ...

• How to Track the Status of a Purchase Request

  Navigating to Purchase Request From the Dashboard, click on the Request option in the Navigation Bar. Tracking the Status of a Purchase Request  From the list of Purchase Requests, choose the document for which the status has to be tracked. The ...

• How to Export Data

  Navigating to the Required Document type Choose the required document type from the navigation bar. Click on the Export button. Choose the required template from the drop-down menu within the Export option. Click on the Export button at the bottom ...