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In most workspaces, you can view your shipping data in a list. Each row represents one or a group of records (for example, one voyage or a group of voyages for one vessel).
To open a list, do one of the following:
On the main
or secondary 
menu, click List next to its name.In a card panel, click the List Name (for example, TC In List).
In the upper-right corner of a workspace, click
.In a workspace panel containing cards, click
to expand it into a list.
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Search for data.
Change your view by selecting, adjusting, filtering, renaming, grouping, and sorting columns or reset it to the default view.
Extended lists requiring filters must have results refined to return a complete set of data.
Save user views that are visible only to you.
To open a record, click its row or link. It appears with one or more card panels for navigation.
To add a record, click +.
Export the data to several formats.
Tutorial: Switching Between List and Details Views
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Searching
To search for data in the current list view:
Hover over the search icon. The search bar appears.
Type a search term and then press Enter.
A search term can be a word, a phrase, a portion of a word, or portions of words.
For an exact match, enclose the search term in quotation marks (for example, "MV AKTAIA").
Matching data appears.
To clear the search term, delete it and then press Enter.
Changing Your View
Selecting Columns to Display
Select the columns you want to see in a list so that those you do not need are out of the way.
To open the Column Selection panel, click
.
Do any of the following:
To add a column:
Select its check box. The column appears at the far right.
Drag and drop the column name onto a location on the list.
To remove a column:
Clear its check box.
Drag and drop the column name off of the list.
To close the Column Selection panel, click again.
Adjusting Columns
To change the width of a column, hover over the right edge of the column heading and then do one of the following:
When the pointer becomes a double-headed arrow:
Drag it to move the split line.
Double-click to autosize the column to fit the longest value.
On the column heading menu
tab, click Autosize This Column or Autosize All Columns to fit the longest value.To change column sequence, drag the column heading to where you want it in the columns.
Pinning Columns
To pin a column, so that it always appears, do one of the following:
Drag the column heading to the left or right edge of the list until a pin icon appears (for example,
) and then drop it.On the column heading menu
tab, hover over Pin Column and then select Pin Left or Pin Right.
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Drag the column heading away from the left or right edge of the list.
On the column heading menu
tab, hover over Pin Column and then select No Pin.
Filtering Columns
Filter the columns to show only the information you need. Filtering data not only gives you a smaller list to work with, but it also improves performance.
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On the expandable Filters panel, filter by values for one or more columns.
On the list, set a quick filter for a specific column.
Filters Panel
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To filter data:
Do one of the following to open the Filters panel:
Click
and then search for a column name. To select a column to filter by, click its name.
On the Column Selection panel, hover over a column name and then click the filter button:
Specify one or more Conditions.
To add a condition, click Add.
To remove a condition, hover over it and then click X.
To save the filters you have set, click Apply Filters at the bottom of the panel.
When filters are applied, an orange badge appears on the Filters panel button. The badge shows the number of filters applied. For example:
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To close the Filters panel, click again.
Quick Filter
You can set one quick filter per list; it is saved until the list is refreshed. 
appears next to the name of a filtered column.
To apply a quick filter, do one of the following and then set the filter:
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Text column:
On the column heading menu
tab, do one of the following:Start typing in the Search field to find a value.
Clear the check box next to (Select All) and select one or more check boxes.
Number column:
When all quick filters are shown, below the column name, enter a filter value.
On the column heading menu
tab, select an operator and then enter a filter value or values.
Date column:
When all quick filters are shown, below the column name, do one of the following:
Enter a date.
Click ▲ to scroll up or ▼ to scroll down through the dates.
Select from a calendar:
Click ▼ to open a calendar.
Do any of the following:
Click to select a date from the current month.
Click one of the arrows to select a different month, and then select a date.
Click the following button to enter today's date:
On the column heading menu
tab, select an operator and then enter a filter value or values.
To clear all quick filters, on the column heading menu tab, click Clear All Quick Filters
Renaming Columns
When creating a list user view, you can give columns different names that are most helpful to you. Renamed columns are saved only to the current view.
On the column heading menu
tab, click Rename.
Edit the column name and then click OK.
Grouping Columns
You can group by one or more columns to further arrange data.
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To change the order of groups, drag a group to a new location in the Grouping row.
To remove a group:
Click the X next to its name.
Drag it off of the Grouping row.
Expanding and Collapsing Group Rows
Grouped records can be expanded or collapsed for viewing.
To expand a group row, click
. To collapse it, click 
.To expand or collapse all group rows, on the group column heading menu
tab, click Expand All or Collapse All.
Sorting Columns
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To sort data by one column, do any of the following. To sort data by multiple columns, press Shift while doing any of the following:
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An arrow in the sorted column points in the direction of the sort.
Resetting a View
To reset a list to the default view, at the top right, click 
.
Saving User Views
To save a user view visible only to you:
Do one of the following:
To create the first user view of the list, click + ADD VIEW.
Note: After one view has been created, you must first select which view you want to copy: the default view or a user view.
To copy a view, click one of the following and then click +:
For the default list, click the List Name.
For a user view, click its tab; a selected user view tab appears underlined.
Enter a name for the new view.
If you own a list view, you can modify it. Hover over the view tab, click
, and then click one of the following:Rename: Type the new name and then press Enter or click outside of the tab.
Remove
Switch to public view: By default, the view is private and visible only to you. Once a view is made public, it will be visible to all logged-in users in your organization and cannot be switched back to private. If you would like to have a private view, you can create a new list view or copy an existing view.
Exporting
To export, click 
and then select a format: CSV, Excel, PDF, Word, or XML.
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As with any other list, you can search, select, adjust, pin, filter, group, and sort columns, reset to the default view, save user views, and export. |