Tables are your window into the data that powers your workflows. Whether you're managing accounts, reviewing delivery details, or analyzing financials, understanding how to use tables effectively helps you stay organized and efficient across the platform.
What Is a Table in MediaOS? #
In MediaOS, a table is any view that displays a structured set of data—think rows and columns, like a spreadsheet. You’ll find tables throughout the system: on the Accounts page, in Delivery & Line Items, Accounting, and more.
Navigating the Table Interface #
Here’s how to get the most out of MediaOS tables:
Default View Icon #
The default view icon represents your personal saved layout for that page, allowing you to control which columns are visible and how they’re sorted. For example, if you want your Accounts sorted by name in descending order, just click the column header to set it. You're taken here by default whenever you click on a page with a table view.
Tip: MediaOS remembers your sorting and column preferences for each saved view—so a filter like "No Activity for 6 Months" can display a completely different column layout than your default view.
Customizing Columns #
To customize your column layout, click the grid icon to open the column manager. The left panel shows your currently visible columns, while the right panel lists hidden ones. You can hide unnecessary fields like address information, or add useful ones such as Deal Status or Fair Game. Use the search bar to quickly find and toggle specific columns. Any changes you make are instantly applied to the table and saved for that specific view.
Sorting Columns #
To sort columns, simply click any column header to toggle between ascending and descending order. MediaOS will remember your chosen sort order for each saved view, so you can customize the display to match your workflow.
Interacting with Table Data #
Tables are more than just for viewing—they’re actionable:
Logging Activity from a Table #
With Click-to-Log functionality, you can interact with records directly from the table. Clicking a phone number logs a call, while clicking an email address opens a new message and logs the email automatically. These shortcuts make it easy to work through your list quickly without navigating away from the page.
Batch Actions #
To perform Batch Actions, start by using the checkbox icon to select the items you want to work with. Then click Batch Action to choose from the available options—these will vary based on your permissions. Common actions include sending email campaigns, adding or removing records from lists, assigning or removing account owners, activating or deactivating accounts, exporting account or contact data, and triggering workflows. #
Pro Tip: If nothing is selected, batch actions apply to the entire filtered result set—great for mass updates.
View Modes #
View Modes let you switch between different ways to visualize your data. Table View is the default, offering a spreadsheet-style layout for easy scanning and filtering. Pipeline View provides a drag-and-drop interface that displays accounts by status—ideal for tracking leads, approvals, and sales stages. When you hover over an account in Pipeline View, you can quickly view contacts, add notes, and see list membership. Clicking on any card takes you directly to the account’s detail page.
Other Table Tools #
Additional table tools help you manage and interact with your data more efficiently. The Refresh icon manually updates the table if changes were made elsewhere. The Print icon lets you print the current page view, though it doesn’t include the full dataset. Use the Download icon to export the visible data as a CSV file. Finally, the pagination arrows allow you to quickly move between pages of results.
Why Mastering Tables Matters #
Tables are everywhere in MediaOS, and mastering them means mastering your data. Whether you're chasing leads or closing the books, setting up your views the right way will save time and boost productivity.
