# How to view table records?

The v2 workspace shows table data in **Table** or **Board** mode. On the left — **Tables** and **Saved views**; in the toolbar — search, filters, columns, and view toggle.

## When you need this

- You need to browse or edit directory rows.
- You want to work with a saved view (filters + columns).
- You need a kanban board by status or category.

## Key terms

- **Tables** — sidebar list with **Search tables…**.
- **Main table** — default view without saved settings.
- **Saved views** — named sets of filters, sort, columns, and **Table** / **Board** mode.
- **Table** / **Board** — view mode toggle in the toolbar.
- **Rows in table: {count}** — counter in the header.
- On **large tables**, records stay available even when the chosen sort is temporarily not applied — see the banner above the table.

## Before you start

- [x] You are in **Menu → Custom Data**.
- [x] The table exists and has at least one field.
- [x] Your role can view (and edit, if you need to change rows).

## Step-by-step

1. In the **Tables** sidebar, select the table — the records table opens.
2. Browse rows in **Table** mode:
   - Scroll; resize columns.
   - Click a cell — inline edit (unless the field is **View only in table**).
   - Click a row or **Open record** — **Edit record** side panel.
3. Configure columns — **Columns** in the toolbar: visibility, order, **Save** or **Save for filter**.
4. Apply **Filter** or **Sort** — see dedicated guides.
5. Switch view for a board:
   - Click **Board**.
   - Choose **Board columns** (field with a limited number of values).
6. Save current settings — **Save view** or **Create saved view** (see [Use saved views](/en/customdata/how-to/use-saved-views.md)).
7. Add a row — **Add row**; import — **Import** or **Import into this table** from empty state.

## What happens next

You see current rows with filters and the chosen view applied. Cell edits save immediately (or after validation).

## How to verify

- **Rows in table** matches expected count (or less because of filters).
- Columns show the fields you need.
- **Table** ↔ **Board** switching works without errors.

## Other options

- **Charts** — panel below the table for count/sum summaries.
- **Highlighting** — conditional colors for the current view; steps: [configure row highlighting](/en/customdata/how-to/configure-row-highlighting.md).
- **Export** — select rows → **Export** or export the whole table.

## Related guides

- [Filter records](/en/customdata/how-to/filter-records.md)
- [Sort records](/en/customdata/how-to/sort-records.md)
- [Use saved views](/en/customdata/how-to/use-saved-views.md)
- [Use kanban view](/en/customdata/how-to/use-kanban-view.md)
- [Configure row highlighting](/en/customdata/how-to/configure-row-highlighting.md)
- [Bulk edit records](/en/customdata/how-to/bulk-edit-records.md)
- [How large tables work](/en/customdata/explanation/how-large-custom-data-tables-work.md)
- [Speed up sorting on a large table](/en/customdata/how-to/prepare-sort-index-for-large-table.md)