Overview
BuildOps tables provide quick and easy access to your company’s essential information. Each table displays data in a structured format with rows and columns, allowing for efficient sorting, organizing, and comparison.
Custom Table Views can be:
Set as the default landing view
Saved for future use
Edited as needed
Shared with other employees
Saved Views streamline office workflows, such as identifying jobs ready for invoicing or tracking quotes that have not been sent to customers. By using Saved Table Views, businesses can enhance visibility, productivity, and overall organization.
Table Views
Accessing Views
By default, you will land on the Standard View, which displays all data in the table. To switch views:
Click on the "VIEWS" dropdown in the upper left corner.
Select a Saved View from the list.
Customizing Columns
Rearrange columns by dragging and dropping the column headers.
Click "COLUMNS" to:
Hide columns by toggling off the green checkmark.
Rearrange columns by dragging items in the "COLUMNS" menu.
Sort columns by clicking the arrow next to the column header (ascending/descending order).
Adjusting Density
Modify row height for better readability:
Click "DENSITY".
Select from Compact, Standard, or Comfortable views.
Filters
Filters help refine the displayed data by applying specific conditions.
Applying a Single Criteria Filter
Click "FILTERS".
Select a Column.
Choose a Criteria Operator (e.g., "is equal to", "is greater than").
Select a Value.
The table will update accordingly.
Applying Multiple Criteria Filters
Add a filter following the steps above.
Click "+ ADD FILTER".
Choose a Logical Operator:
AND: Both conditions must be met.
OR: At least one condition must be met.
Select a Column, Operator, and Value for the second filter.
Add more filters as needed.
Example Filters
Single Criteria: Job Type is in "T&M"
Multiple Criteria: Job Type is in "T&M" AND Completion Status is not "Complete"
To remove a filter, click the X next to it.
Saving & Managing Custom Table Views
How to Save a Custom Table View
Apply filters and arrange columns as needed.
Click "VIEWS" → "SAVE AS NEW VIEW".
Enter a descriptive name.
Click "SAVE & EXIT".
Editing a Saved Table View
Click "VIEWS" and select the Saved View.
Modify filters or columns.
Click "UPDATE SELECTED VIEW" to save changes.
Additional View Actions
Click the three dots next to a Saved View name to:
Rename: Change the view name.
Duplicate: Create a copy of the view.
Remove: Delete the view.
Make Default: Set as the default view.
Make Public: Share the view with all users.
Exporting Table Data
Tables can be exported for external analysis or record-keeping.
How to Export Data
Click "VIEWS" and select a Saved or Standard View.
Click "EXPORT" (upper right corner).
The table will download as a CSV file, compatible with Microsoft Excel and Google Sheets.
Note: Only visible rows will be exported. If 2,000 rows exist but only 1,000 are displayed, only the visible 1,000 will be exported.
FAQs
1. Can I edit a Saved Table View?
Yes, select the view from the "VIEWS" dropdown, make changes, and click "UPDATE SELECTED VIEW".
2. Why didn’t my table export all rows?
BuildOps exports only the rows currently displayed. Adjust the table to show all rows before exporting.
3. Can I create multiple Saved Views for different workflows?
Yes, you can create multiple Saved Views to support different tasks and departments.