The Custom Tables are used to show aggregate information on the number of Leads currently pending in different status states, as well as the number of Processing Accounts.
You can configure the table to display only those status states that are most relevant to your day-to-day activities.
Here is a sample report called "myMerchants" which consists of a custom table report, and an additional table right below it that displays filtered data:
The report in the top table consists of three columns — Today, MTD (Month to Date), and Lifetime.
Each row in the report represents a Lead Status State (with the exception of the Processing Accounts row).
If you click on any column header in the top table, the bottom table will automatically display the leads for that time range:
To view the Processing Accounts in the same time range, select the "Processing Accounts" filter in the bottom report table:
To look up a specific Lead or Merchant in the filtered report more quickly, type a search phrase in the field to the right of the Lead Status drop-down. The report will then automatically display the matching results:
If you click on any numbered cell in the top table report, the bottom table will show all the leads pending in that particular status state and time range:
A similar logic is applied if you click on any numbered cell in the Processing Accounts row.
Creating a Custom Table
To create a custom table, go to Manage > Administration > Home Page > Custom Tables, click Add New Table, enter the table's title and the table width, and click Add:
Your table is now created and shown in the tables report.
Use the buttons on each table to delete the table if needed, edit the table's title and width, or to manage the table's rows:
Adding Custom Table Rows
To add a new Lead row to your custom table, click Configure Rows:
On the next page, click Add New Row, select Lead Status as the row type, and select the desired Status State (e.g. "New"):
When finished, click Add and the new row will be added to the table.
To add a Processing Accounts row click Add New Row, select Processing Accounts from the Type drop-down and click Add:
Adding a Custom Table to a Home Tab
To display a custom table on one of your home tabs, go to Manage > Administration > Home Page > Home Tabs, find the tab you need, and click Add/Remove Components:
In the pop-up dialog which appears click Add New Component, select the Custom Table component, and click Add:
Locate your new custom table component on the page and click Configure Table:
In the next pop-up dialog, select the table to be shown in the custom table widget. If needed, configure the optional width and alignment settings, and click Save:
The Add/Remove Tables button on the pop-up displayed in the image above allows you to jump quickly to the Custom Tables page in case you wish to create a new table for the current widget.
Your new custom table is now set and you can find it on your Home Page tab:
