App-Tip: Manipulating Data in the Account Summary Table

July 16, 2014 Pam McBride

App-Tip

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:

  1. By hiding or reordering columns and
  2. By sorting data on a specific column or grouping data and
  3. By changing values directly in the editable fields
  4. By exporting your data to a comma separated (CSV) file

Hiding Columns

By default the Account Summary Table is sorted by the name of the account and a complete, comprehensive view of your portfolio is displayed.

App-Tip

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:

App-Tip

Reordering Columns

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!

Sorting Data

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.

App-Tip

Grouping Data

To group data from multiple columns, drag a column header one by one to the area at the top of the table:

App-Tip

 

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:

App-Tip

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:

App-Tip

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):

App-Tip

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 customersuccess@getamity.com.

Previous Article
SaaS Tattler Issue 18
SaaS Tattler Issue 18

Top SaaS Insights of the Week: SaaS Growth An interview with Jason Lemkin reveals the right sales metrics f...

Next Article
How Customer Success Accelerates Adoption
How Customer Success Accelerates Adoption

How do you determine if a customer has “adopted” your service or product? How do you accelerate adoption? F...

WEBINAR
Amity
10 Steps to Building Your Early Warning System

Sep 19 @ 1:00 pm (ET)

Save Your Seat
×

First Name
Notification Frequency
Boom! You're All Set
Error - something went wrong!