This guide explains how to use Source Column Filtering in the Actions Register on Dashpivot Web to sort and export actions. his feature allows users to filter actions by Project, Team, or Template, making it easier to sort data and generate structured reports. It is designed for users who need clear visibility and reporting across their workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, Platinum
Permission: Org Member or Org Controller
Skills Required: Dashpivot
Device Type: computer/browser
Subscription: Dashpivot
Step-by-Step Instructions
Open the Home Folder.
Select Actions to open the Actions Register View.
Use the Project (Source) column to filter by Project name.
Use the Team (Source) column to filter by Team name.
Use the Template (Source) column to filter by Template.
Select the required actions using the checkboxes, or select all.
Export the actions to PDF or CSV.