Data tables are used throughout the Soldo web app to give you a clear, structured view of important information, from transactions to users and card activity. They're familiar, especially to finance teams, and designed to support efficient data exploration, comparison, and reporting.
Whether you’re reviewing spend, managing approvals, or preparing for export, Soldo tables help you visualise and customise data quickly so you can get the insights you need, your way.
Search and find what you need
- To search within a table, select the search icon in the top right of the table.
- A search field will appear. Start typing to filter results. A minimum of 3 characters is required to trigger filtering.
- Select the x icon to clear your search and return to the full list.
Choose which columns to display
To customise which columns are shown, select the Edit columns icon.
From here you can:
- Show or hide columns using checkboxes
- Reorder columns by dragging them into your preferred order
- Search the column list to quickly find fields you want to enable or disable
Columns that are visible will have a check mark. To hide a column, remove the check mark and select Save.
Most tables start with a default set of columns, and you can return to the original layout at any time using the Reset option.
Change the order of columns
You can control the order columns appear in two ways:
- From the Edit columns menu: Drag items into the order you want them displayed
- Directly in the table: Drag and drop the column header
Columns at the top of the Edit columns list will appear on the left of the table. Columns at the bottom will appear on the right.
Sort data (when available)
Some columns support sorting. When sorting is available, you’ll see a sort arrow next to the column heading.
- Select the arrow to sort in ascending or descending order
Resize columns
If you need more space to view long text (for example merchant names), you can resize the columns.
- Hover your mouse over the edge of a column header until the resize cursor appears.
- Click and drag to adjust the width.
Use filters to narrow your results
Filters help you focus on the most relevant data. Available filters depend on the table you’re working with.
You may see filters like:
- Date range and currency filters in Transactions
- Card type or expiring cards filters in Cards
- Status and date filters in Requests or Expenses
- Identity verification filters in Users
Filters appear at the top of the table when available.
Scroll and navigate larger datasets
Tables support both vertical and horizontal scrolling.
- The more columns you add, the more horizontal scrolling you may need
- The more results you have, the more vertical scrolling you may need
Pagination is handled automatically and more results will load as you scroll.
Tips for working with tables
- If you’re working with a wide table, collapse the main navigation menu to give yourself more space (see Collapse the main navigation menu for more workspace).
- When preparing for export or reporting, customise your table first, then apply filters to narrow down exactly what you want to download.
- Use search and filters together to quickly locate a specific transaction, user, card, or request.
- If you’re unsure which fields you need, reset the table back to the default view and start again.