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Customizing and filtering the accounts table
Customizing and filtering the accounts table

Sort and filter columns to surface essential account data.

Updated over 5 months ago

You can update and configure data tables in Manage to display important metrics. Customize the column set for each table—sorting, filtering, and arranging to prioritize essential data. Additionally, use filters to drill down into specific data for deeper insights. Different column sets are available for different tables (e.g., Budgets, Campaigns, etc.).


Editing columns

  1. Go to Manage in the top menu.

  2. Click on an account from the list.

  3. Click the ••• button on the top-right, and choose Edit Columns from the dropdown .

  4. Choose relevant Column list(s) (e.g., Basic, Social Metrics, Budgeting). Each option includes pre-selected column configurations. Note: Your selection is unique to your user login and will not affect others' views.

  5. Arrange column order by dragging individual fields up or down the list (e.g., Budget, CPM, Serving Status).

  6. (Optional) To create a custom column set, check the boxes of the desired metrics, click Save As, and give the custom set a name.

Note: Checked fields move up in the dropdown list, while de-selected fields return to their original position in the dropdown.


Using filters

Many columns have filter options for drilling down into the data. Click the filter icon next to a field name to sort for specific data, such as:

  • Specific channel(s)

  • Data equal to, less than, or greater than a chosen amount

  • By name using keywords

  • Sorting by ascending/descending order

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