Editing Data Tables

Update, customise, and save your Data Tables to suit your needs.

Introduction

Data Tables in Worknice are fully configurable, allowing you to tailor how your data is displayed and organised.

You can edit your tables at any time to:

• Reorder columns

• Add or remove fields

• Apply and update filters

• Sort your data

All changes can be saved, giving you a reusable, personalised view of your data.

Before You Get Started

Getting Started

1. Navigate to Data Tables.

2. Open the table you want to edit.

Reordering Columns

To change the order of your columns:

1. Click and drag a column header.

2. Move it to your preferred position.

This allows you to prioritise the most important data.

Adding or Removing Columns

To update which fields are displayed:

1. Click the Columns button.

2. Select additional fields to add them to the table.

3. Deselect fields to remove them.

Applying and Updating Filters

Filters allow you to focus on specific groups of data.

1. Click the Filters button.

2. Add or adjust filters as required.

3. Apply the changes.

Examples include:

• Filtering by location

• Viewing only active employees

• Segmenting by role or employment type

Sorting Rows

You can sort your table to quickly analyse data:

1. Click on a column header.

2. Toggle between ascending and descending order.

This helps you identify trends or prioritise actions (e.g. earliest expiry dates).

Saving Your Changes

Once you’ve updated your table:

1. Click Save changes.

Your configuration, including columns, filters, sorting, and layout will be saved for future use.

Best Practices

• Keep tables focused on a single purpose

• Use filters to reduce noise and improve clarity

• Order columns based on importance

• Save multiple tables for different workflows or teams

You’re All Done!

You can now customise and save Data Tables to create powerful, reusable views of your data.

If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.