Choose Columns, Sort and Filter Any Table
Show the columns you need in any list, sort and filter by them, export what you see, and get the same table on every device.
Every list in Perceny (clients, tickets, appointments, gift cards, memberships, discounts, invoices, expenses, form submissions, your team, your services and products, and the rest) is a table you can shape to the way you work. Each table opens with the columns it has always shown. Everything else it knows about your records is one click away.
Show or hide columnsCopy a link to this section
- Open the list, for example Clients.
- Click Columns above the table, on the right. On the staff app, tap Columns in the table's toolbar.
- Tick the columns you want and untick the ones you don't. The table changes as you click.
The columns are grouped (Details, Contact, People, Money, Dates, Status). On a wide table, type in Search Columns to find one by name: "birthday", "no-shows", "last updated". The menu shows how many columns are on screen, and the Columns button shows the same count whenever you have changed the table.
A table always keeps at least one column, so the last one can't be unticked.
Back to the way it wasCopy a link to this section
Reset to Default at the bottom of the menu puts the table back to the columns it shipped with.
Your choice follows youCopy a link to this section
What you pick is saved to your account, per table. Open the same table on another computer, in another browser or in the staff app and it shows the same columns. Every person on the team chooses their own; changing your columns never changes anyone else's.
Sort and filter by a columnCopy a link to this section
- Sort: click a column's header. Click again to reverse the order. The arrow shows which way the list is sorted.
- Filter: use the filter icon on a column's header. Each kind of column offers the filter that fits it: text (contains, starts with, is empty), numbers (more than, less than, between), dates (today, this week, this month, before, after, between), Yes/No, or a list of choices. Add more than one condition. When you filter by more than one column, the AND / OR switch in the bar above the table decides whether a row must match every filter or any of them. The filters in use sit in that bar, each with its own clear button, and Clear removes them all.
A column you just turned on can be sorted and filtered right away, and on long lists the sorting and filtering happen on the whole list, not just the page you are looking at.
Export what you seeCopy a link to this section
Export writes the columns that are on screen, in the order they appear, to CSV or PDF. To export more, turn more columns on first; to export less, turn some off.
The client list's Export Clients is different: it is the full client export (every contact field), for moving your clients to another system, and needs permission to see client contact details.
What you can't seeCopy a link to this section
A table only offers columns you are allowed to see elsewhere. Without permission to see client contact details you won't find the email, phone or address columns, and you can't sort or filter by them either. Commission, business fee and earnings figures follow the same permissions as the rest of Perceny. Ask the owner or a manager if a column you need is missing.
Good to knowCopy a link to this section
- Shops with Privacy Mode on keep hiding names and amounts in every column you turn on.
- Times are shown in your business's time zone.
- Some columns are figures Perceny works out for you, such as a client's Visit Interval, Expected Next Visit, No-Shows and Cancellations. They update as visits happen.