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 a workspace panel containing cards, click to expand it into a list.
Note: If there are more than 10,000 records, to minimize the load time, a preview of the list appears. To see a complete list, on the Filters panel, filter by the fields marked with . Data displayed in subset previews are randomly selected.
Tutorial: Switching Between List and Details Views
Note: This tutorial is a GIF, which plays on a loop and does not include any audio narration. To restart the tutorial, refresh this page. To expand the tutorial, click it.
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.
To unpin a column, do one of the following:
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.
You can use the following methods to filter a list:
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
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:
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:
You can group by one or more columns to further arrange data.
To group by a column, on the list or Column Selection panel, drag and drop its name below the user view buttons. The Grouping row appears.
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
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:
Click the column heading. Data sort in descending order. Multiple columns sort in the order you click them.
To change the sort order, click the column heading again.
To removea sort, click its column heading a third time.
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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