The Account Summary Table in Amity’s Portfolio app is a helpful tool that can provide as much, or as little detail about all or just a subset of your accounts. You can manipulate the data 4 ways:
- By hiding or reordering columns and
- By sorting data on a specific column or grouping data and
- By changing values directly in the editable fields
- By exporting your data to a comma separated (CSV) file
By default the Account Summary Table is sorted by the name of the account and a complete, comprehensive view of your portfolio is displayed.
If you want to reduce the columns – perhaps you already have a spreadsheet where you capture only the data relevant to you or your role and want to replicate that – simply click on the table options drop down green button on the far right-hand side of the screen and select the fields you want displayed. Your selection will be saved:
If you want the columns to appear in a different order, simply click on the column heading, and holding down your mouse button move it to the new desired position. It’s that easy and your new order is saved!
By default the Account Summary Table is sorted alphabetically by name of the account but you can sort the table on most columns. To sort the table, simply click the column header. All of the rows within the table will reorder and your sort preferences will be saved automatically. If you want to change the sort order just click the column header again.
To group data from multiple columns, drag a column header one by one to the area at the top of the table:
And the resulting table groups your data by Tier within each Assigned To user. Toggling the respective arrow can further expand details within each tier:
Inline Data Editing
Simply double-click on the value in the field and an editable text box is presented from which you can change the value:
Exporting Your Data
To export all of the data from the entire table in CSV format, click the Export to CSV. Your file will be placed in the default location of your browser (for example in Downloads from Chrome):
As always, if you have any questions about the Account Summary Table, any other Amity feature or you want to suggest improvements, don’t hesitate to drop us a line at firstname.lastname@example.org.