Tables

Where to find it: Contents → Tables

A table is a named store of data, arranged in rows and columns, that belongs to your company. Tables hold the information that feeds dynamic content on your screens (donor lists, menus, leaderboards, and similar), so when you update a table, the screens drawing from it update too.

Each table has a short reference name (its endpoint) that other parts of the dashboard use to point to it. You manage tables from the Tables page.

Before You Begin

Before creating or editing tables:

• Make sure you have permission to manage tables.

• Have your data ready: either to type in, or as a CSV file you can import.

• Keep in mind that saving a table can update the screens that use it.

The Tables List

The Tables page lists the tables you can access, showing each table’s name and owning company. You can sort and search by name, and deleted tables appear with a struck-out style. Clicking a name opens the table editor.

Who sees which tables depends on role: administrators see their company’s tables (and those of companies beneath them), while regular users and viewers see the tables they’ve been given access to.

Table Actions

Each table has a menu of actions, available where permitted:

How Tables Connect to the Rest of the Dashboard

Tables don’t display anything on their own — they supply data to other things:

• Canvas designs use tables to populate widgets such as donor lists. When you save a table, the designs that use it refresh automatically.

• Devices show that updated content. Saving with the update-devices option pushes the new data out to the screens straight away.

Tip Because a single table can feed several designs and screens at once, it’s a tidy way to manage content that appears in more than one place — update the table once, and everything drawing from it follows.