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 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 any one of the column-headers in the top table, the bottom table will automatically display 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 term in the field to the right of the Lead Status dropdown. The report will automatically return the closest matches:
If you click on any numbered cell in the top table report, the bottom table will show all 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 a title and the desired table width, and click Add:
Your table is now created and via the buttons on the far right, you have the option to delete the table, edit the title and width, and/or manage the 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. In the pop-up dialog that appears, select Lead Status for row type and then select an option from the the Lead Status State dropdown (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 dropdown 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 that you would like to add the custom table to, and click Add/Remove Components:
Click Add New Component and in the pop-up dialog, select the Custom Table component, and click Add:
Locate your new custom table component on the page and click Configure Table:
In the 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: