Customized Views

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Customized list views in CCP allow you to show/hide column filters, choose and reorder columns, and adjust row density. It also offers you the option to export table data as .xlsx or .csv files. You can expand customized drawers to display additional details.

Customized Views

Click on the grid actions ︙ at the upper right corner of any page to customize how you see things in the UI, including showing or hiding the column filters, choosing which columns display, reordering the columns, and selecting how compact the rows appear. You can also export grid details as an .xlsx or .csv file.

Note: Some columns throughout CCP are not currently filterable.

Screen Elements

Grid Actions: Select this button ⋮ to expand the UI view customization options.
Table Actions: Check the box to Show Column Filters or select Reset Table Settings to reset the table back to default.
Show Columns: Expand the dropdown to expand the columns available on the current page. Uncheck column names to hide those columns on the page. Click and drag on the double vertical ellipsis ⋮⋮ to reorder the columns.
Density: Select between Compact or Cozy to adjust the displayed row spacing.
Export: Expand the dropdown to view the Export options. You can export the current table as an Excel Spreadsheet (.xlsx) or Comma Separated Value (.csv) file.

Exports

Once you have initiated an export, a progress bar will appear at the top of your screen. The download should start automatically and will be saved into whichever file format you chose. Open your browser's download folder to find your downloaded data file.


While a file is downloading, it will appear as a progress bar.
Once the download is complete, a success message displays indicating it has been saved to your local device.

Drawers

Displays of different data tables and account information within CCP are displayed in drawers which slide out from the right side of pages. For example, on the Transactions > Invoices page, selecting an invoice number from the populated list will expand the drawer containing details about that invoice. You can click through different tabs here to view additional details. You can also minimize the drawer without closing it to view information that may be hidden behind the drawer. Select the blue X in the upper right corner to close a drawer.