Analyst — Custom Data hub
For analysts working in Custom Data: search, Saved views, Board, filters, validation, and export for reporting.
Table of contents
Goals and scenarios
Search, filter, sort
- Filter records → ./how-to/filter-records.md
- Sort records → ./how-to/sort-records.md
- Saved views → ./how-to/use-saved-views.md
Browse and analyze
- View table records → ./how-to/view-model-records.md
- Kanban / Board → ./how-to/use-kanban-view.md
- Row highlighting → ./how-to/configure-row-highlighting.md
- Validate data → ./how-to/validate-data.md
- Bulk edit → ./how-to/bulk-edit-records.md
Export
- Export model data → ./how-to/export-model-data.md
- Export filtered data → ./how-to/export-filtered-data.md
Where to work in the UI
Menu → Custom Data
- Tables — pick a table and Saved views
- Records table — Filter, Sort, Columns, Table / Board, Charts
- Search table — quick text search (not saved in a view)
- Export — from toolbar or selected rows