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Search and Table Views

How to bulk edit items, generate custom reports, and format exports for custom analysis

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With tens of thousands of SKUs in the average resale store — and more added every day! — looking up an item, implementing policy, or recalling the history of an item for a consignor can be a daunting task. ConsignCloud includes powerful search tools that make it easy to find anything in the system.


How do I search for items or accounts in ConsignCloud?

At the top of the screen, you'll find the global search box. This is the first place you should turn to search for any item or account. Just click on the magnifying glass icon to expand the field, and type away — we'll highlight case-insensitive matches in the results. You can also click on the icons at the bottom of the search dropdown to narrow down results by type.



Table Views

Tables are the reporting workhorse of ConsignCloud — pretty much any question you have about your store can be answered using our customizable data tables. In lay terms, think of tables as automatically generated spreadsheets, but in ConsignCloud without the lines.

ConsignCloud has three sets of tables in ConsignCloud Classic:

  1. The Accounts Table

  2. The Inventory Table

  3. The Sales Table


The Accounts Tables


Accounts Table

The Accounts Table is a table based around your Account data in ConsignCloud.

This table is used for a few primary purposes, but it has a plethora of functions

  1. To see and organize all Accounts for Bulk Payouts

  2. To Bulk Edit a set of Accounts

  3. Export a set of Accounts

  4. Import a set of Accounts

The primary table is the Accounts table, this is the basic of Accounts. Much like a spreadsheet, this table shows you Account info laid out in Columns. You can add more columns which show more and more of the Account information fields.

Balance History Sub-Table

The Balance History table is a table view of Balance Entries associated with Accounts.


The Inventory Table


The Items Table

The Items Table is a table based around your Items in ConsignCloud.

This table is used for a few primary purposes, but it has a plethora of functions

  1. Organize a set of items for a particular consignor or project

  2. To print tags for a particular set of items

  3. To run a Bulk Edit on a set of items

The Batch Sub-Table

The Batches Table is where you will go to create, edit, and finalize batches of inventory. Click on the article below to learn more about Batches!

The Status Changes Sub-Table

The Status Changes Table shows you all status changes to a set of items!

The Item Sales Sub-Table

The Item Sales Table is a crucial table in ConsignCloud—it allows you to see all the financial information to a set of item's sales. Split, Sale Price, Consignor Portion: all of these are fields you add to the Item Sales Table.


The Sales Table

The Sales Table is a table view of all your sales. Each Sale in ConsignCloud is its own unique item, with a unique sale number to go with it. This table displays all sales for a set of filters, and can include the total, COGS, the date, and more!

The Payments Sub-Table

The Payments Table is a display of all the payments you received in ConsignCloud for a sale.


Filters

At the top of every table, you'll find an Add Filter button that allows you to filter your data and create custom table views. To create a new filter:

  1. Click the Filters button.

  2. In the pop up on the right, select or search an attribute to filter by. Almost any column in the table can be used for filtering.



Above the filter box, you'll find several pre-configured Views which help to speed up common workflows. If there's a certain table configuration you use frequently, you can open the view list up and click on "Customize" to add your current filters.



In addition, the inventory table provides a streamlined Scan SKUs dialog, and every main table includes a search field for quick access.


Column Selection and Sorting

To sort the table by a column, click on its table heading — this will start by sorting descending, click again to sort ascending. To remove a column, simply click the "x" icon in the table heading. To add a column back in, you can scroll all the way to the right, click the + Column button, and add whatever columns you like. You can also re-order columns by clicking the column's heading and dragging it left or right.



Some tables also provide custom columns, which need to be configured before being shown. Click on + Column, then Customize to see your options.


Actions

After you've applied any appropriate filters, you may wish to perform an action on the resulting list. This is common if you want to print labels for recently entered items, donate or return large groups of items, or settle the accounts of multiple consignors at once.



Select the rows you'd like to impact using the checkboxes on the left (shift+click will select all boxes between two check boxes), then find the Actions button in the upper right-hand part of the table. Available actions depend on which table you're using.

Exporting Tables

You can export your data to an Excel spreadsheet by using the Export button in the upper right-hand part of the table. You'll get a copy of your data, which can be loaded into almost any spreadsheet program for further analysis or editing.

To import data, you can start with your exported data, or you can use a template provided on the import dialog. Once your data is ready to import, save your spreadsheet as an .xlsx file, then click Actions > Upload Spreadsheet. You can find more information on how to do that in the article below.


If there's anything you can't do in a table, there's always the Data Explorer report, which is even more powerful! Tables also provide tools for common bulk edits, as well as mass updates.

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