Column Preferences Feature

Column Preferences Feature


Company Wide Column Preferences


Warning
Column preferences referenced in this video require a user to have specific permissions. If you don't see the features referenced, you don't have those permissions. If you feel this is in error you can reach out to our support team to request access.
 

Overview

This module covers how to customize report column layouts for your company in OpsDriver. Column preferences can be configured for dashboards like Quotes, Bookings, and the Dispatch Main Report to streamline workflow and prioritize the most relevant data.

1. Purpose of Column Preferences


Use this feature to:

  • Customize which columns are visible on dashboards

  • Reorder columns based on importance

  • Create a consistent view across your organization

  • Improve data visibility for your team’s workflow


Note: Only users with Company Setup permissions can apply these settings, and changes will affect all users company-wide.

2. Where You Can Set Column Preferences


Column preferences are currently supported on the following dashboards:

  • Quotes Dashboard

  • Bookings Dashboard

  • Dispatch Main Report

3. How to Edit Column Preferences


Step-by-Step Instructions:

  1. Navigate to any of the supported dashboards.

  2. Click the Report Column Preferences button.

  3. A modal window will appear showing:

    • All currently active columns (top of the list)

    • All inactive columns (bottom of the list)

4. Customizing the Report View


To Deactivate a Column:

  • Uncheck the box next to the column name.

  • It will move to the inactive section of the list.


To Reorder Columns:

  • Drag and drop column names into your preferred order.

  • Example: Move Salesperson and Quotation Total to the top of the list for priority viewing.

5. Saving and Resetting Preferences


When Ready:

  • Click Save to apply your changes.

  • The dashboard will reload with your updated layout.


To Revert to Default View:

  • Click Reset to TBN Defaults to undo all changes and return to the system’s default column setup.

6. Key Benefits

  • Focuses attention on the most relevant information

  • Removes clutter from reports by hiding unused data fields

  • Promotes consistency across all users in the organization

Best Practices

  • Review your most-used columns and move them to the top

  • Hide columns that are rarely used to reduce visual noise

  • Revisit your setup periodically as your business priorities shift