How To: Using the Customize Columns Button

Thanks to some excellent feedback from users, we wanted to take a moment and talk about the Customize Columns button in Workspace

In Inventory Plans, there is now a single Customize Columns button in the plan between the Parameters and Expand Table buttons. The button in Market Plans is unchanged 

Clicking the button brings up the Customize Columns menu in which users can drag, drop, and sort data points to include the data they want in their plan

The menu now includes two options to help users format their tables more easily:

• Plan Summary: this will present columns with data related to the overall plan and changes the columns on the outer table

• Media Detail: this will present columns with data related to individual spots and changes the columns on the inner tables

A search bar feature has been added as well

Searching for "Market" by Plan Summary:

Searching for "Market" by Media Detail: