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Can I filter data tables?

You can easily change which columns you view within a number of various Collaborati data tables.

  1. Click the Show/Hide Columns icon.
  2. Verify that the column you wish to view is displayed.


Column Display Options:

Column Name


File Name

View the name or title of the file, invoice, budget, or matter.

Submitted By

View the name of the user who submitted the file.

Created By

View the name of the user who created the file.

Date Uploaded

View the date on which the file was uploaded to Collaborati.


View the attachments or add new.

File Status

View file status (i.e. Waiting for Client to Accept, File Error, Ready to Submit, etc.).


View available actions (i.e. Submit, Delete).

Default View

Return to default column view. Default view includes the File Name, Date Uploaded, Attachments, File Status, and Actions columns.


Exit out of the selection process.


On Which Tables do I Have Filter Abilities?

  • Invoices | Upload Invoices
  • Clients
  • Clients | Timekeepers
  • Clients | Matters
  • Clients | Budgets
  • Clients | Rates
  • Matters
  • Timekeepers
  • Timekeepers | Rate Requests
  • Budgets
  • Admin | History
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