Columns can be sorted by simply clicking on the column header. The first click will sort the rows by that column in an ascending order (indicated by the Up arrow
). Clicking again will sort in descending order (indicated by the Down arrow
). Clicking a third time will return the rows to their original order (indicated by removing the arrow).
Columns can also be sorted using the column menu. The menu can be accessed by hovering over the column name and clicking on the 3 vertical dots:
In the menu, you can select Sort A to Z (ascending order) or Sort Z to A (descending order)
When a column is sorted, you can also clear the column sorting from the column menu by clicking Remove Sort:
Filtering Leads, Orders, and Payments can be done in a few different ways depending on what you are trying to filter.
Filtering based on the date of the lead, order or payment can be done using the menu located above the table:
There are date range presets that you can choose from in the menu such as the last 15, 30, 45, and 90 days. As well as the current month and the last month. There is also an option for custom dates to set the specified date range you need.
