Using Datatables

Why Datatables are powerful

Datatables are designed to handle large datasets instantly, without any waiting around. You have full control over which columns appear, how data is filtered and sorted, and how the table is arranged. Whether you are reviewing a handful of records or browsing thousands, the experience stays smooth and responsive.

Customizing your Datatable

You have full control over how your Datatable looks and behaves. Make the table work for you by tailoring what you see:

• Choose columns - Select which data points (e.g., name, age, balance, forms, salary amount, salary period) you want displayed.

• Pin columns - Lock important columns to the left or right side. Right-click on a column to pin as many as you want — even on both sides at once.

• Reorder columns - Simply click and drag on the columns in the table header to rearrange the order of columns however you like.

• Apply filters - Narrow down the view by criteria like session, status, or role.

• Sort data - Sort ascending/descending to highlight what matters most.

• Save views - Keep your custom setup so you can return to it later.

• Export - Download your data as a spreadsheet for sharing or deeper analysis.

Performing bulk actions

From within a Datatable, you can also perform bulk actions across multiple rows. Select groups of individual rows or use the checkbox at the top to select all records. Once selected, you’ll be able to take action on groups of records at once - saving time and reducing repetitive work.

These tools make Datatables not just a way to view data, but a central hub for taking action efficiently at scale.

Saved views

Once you've set up a Datatable with the columns, filters, and sort order you need, you can save it as a view so you can return to it at any time without reconfiguring everything.

Creating a view

Click Views in the Datatable toolbar, then Save view. Give your view a name - something descriptive like "Session 1 - Enrolled campers" or "Staff needing contracts" - and save. Your current column layout, filters, sort order, and search terms are all captured.

Loading a view

Click Views to see your saved views. Click any view to instantly apply its settings to the Datatable. This restores everything exactly as it was when you saved it - columns, filters, sort, and all.

Updating a view

If you've made changes to a view's filters or columns and want to keep them, open the view and click Update. The view will be overwritten with your current Datatable settings. If the view has been shared with other team members, they'll see the updated version too.

Sharing views with your team

Views you create are private to your account by default. To share a view with other admins, open the view's options and click Share. You'll see a list of team members who have access to the relevant section - select who you'd like to share with. Shared recipients receive an email notification letting them know a view has been shared with them.

Shared views appear alongside personal views in the Views panel. The owner of a view can update or delete it at any time. If someone you've shared with no longer needs it, they can remove it from their own list without affecting the original.

Using views with broadcasts and data streams

Saved views aren't just for browsing data - they can also be used as the audience for a broadcast or as the source for a data stream sync. This means a view like "Enrolled families in Summer Adventure 2" can power a targeted email campaign or keep a Google Sheet updated automatically.

Exporting data

You can export any Datatable to a CSV file for use in spreadsheets, reports, or external tools.

How to export

Click Export in the Datatable toolbar. The export runs as a background job so you can keep working while it processes. You'll be notified when the file is ready to download.

What gets exported

The export respects your current Datatable configuration:

• Columns - only the columns currently visible in your view are included, in the same order they appear on screen.

• Filters - any active filters are applied, so the export contains only the rows you're currently seeing.

• Formatting - dates, times, and values are formatted for readability. Boolean fields export as "Yes" or "No".

The exported file is named with the data type and today's date (e.g., enrollments_2026-03-05.csv).

Tips

• Set up the exact columns and filters you need before exporting - what you see is what you get.

• For recurring exports, save a view first, then export from that view each time for consistency.

• Exports can also be automated using Data Streams if you need regular syncs to Google Sheets, OneDrive, or other platforms.