Click the Columns tab (the grid icon) on the right side of any table to open the column panel. Columns are organized by category — for example, Project Information, Budget Progress, and Funding Sources. Each category can be expanded or collapsed.

The Columns panel — columns organized by category with checkboxes to show or hide.

Drag any column header left or right directly in the table to move it to a new position. No settings panel needed.

Click a column header to sort by that column. Click again to reverse the sort direction. You can also right-click a column header and choose Sort Ascending or Sort Descending from the menu.

The column right-click menu — sort, pin, autosize, and column management options.

Pinning keeps a column fixed in place while you scroll horizontally — useful for keeping a key field like Project name always visible.

To unpin, repeat the same steps and select No Pin.

Grouping organizes your table rows by a shared field value — for example, grouping projects by Status or Location — collapsing rows into expandable sections with row counts.

To group by a column, right-click the column header and select Group By. To group by multiple columns, right-click additional column headers and add them as further group levels. The table nests groups in the order you add them.

To remove a group, right-click the column header again and deselect Group By.

💡 Not all columns support grouping. If Group By doesn't appear in a column's right-click menu, that column cannot be grouped. This is expected — numeric and calculated fields like Amount Remaining generally cannot be grouped.

💡 Only the first level of grouping saves to a saved view. If you group by multiple columns, only the first group will be preserved when you save — additional levels will need to be reapplied each session.

There are two ways to filter rows in a table:

Option 1: Column-level inline filter

Click the filter icon that appears on a column header to open an inline filter for that column. Choose a condition from the dropdown:

Type a value in the Filter field below the condition dropdown and the table updates immediately.

Column-level inline filter — condition dropdown open on the Project column.

Column-level inline filter — filter input field with a condition selected.

Option 2: Filters panel

Click the Filters tab on the right side of the table to open the full filter panel. Filters here are organized by column category. Expand any category, find the field you want, and configure it with the same condition options listed above.

Multiple filters can be applied at once — all active conditions must be met for a row to appear.

💡 Some columns are not available for filtering on the projects, documents, and tasks tables. We've prioritized the fields that appear most in saved views. If you need a filter that isn't available, contact support — that feedback helps us prioritize what to add.

Once you've configured your columns, sort, grouping, and filters, save your setup as a named view so you don't have to recreate it each time.

The Saved Views panel — Private, Team, and Rabbet view sections with star/favorite icons.

Private vs. Public

Favoriting a view

Click the star icon next to any saved view to mark it as your favorite. Your favorited view loads by default when you open that table. Favoriting only affects your experience — it does not change the default for anyone else on your team.

Managing saved views

Saved views are grouped into three sections in the Saved Views panel:

To switch views, click the view name. To delete a view, click the trash icon next to it.

The side panel on the right contains tabs for Saved Views, Columns, Filters, and Export. Click the active tab again to collapse the panel and give yourself more table space. Click any tab to reopen it.

When rows are grouped, each group header shows the number of rows it contains. Click the arrow next to a group name to expand or collapse it. Groups are collapsed by default when first applied. There is also the condensed row option on the bottom of the toolbar.

The total number of rows in your table is shown regardless of how many rows are visible on screen or whether pagination is active. This count updates in real time as you apply filters.

Column headers remain visible as you scroll down or to the right — you always know which column you're looking at. On tables with grouped rows, subtotal and total rows are also sticky and stay visible at the bottom of the screen as you scroll through a group.

Click the Export tab on the right side of the table, or right-click anywhere in the table and select an export option.

💡 Exports are limited to 25,000 rows. If your table has more rows than this, you'll be prompted to apply filters to reduce the count before exporting.

There are two distinct ways to search or narrow your data, depending on where you are:

These two tools are independent. The search bar narrows results broadly; column filters give you precise control.

Use your keyboard to move through table cells:

Calculated columns let you track the metrics your team uses alongside the rest of your project data, instead of in a side spreadsheet someone has to keep updated. Values update automatically as your project data changes.

Create a calculated column

Edit or remove a calculated column

Formula guidance

Cost analysis shows how costs compare across your portfolio, so you can spot outliers early and plan your next similar project from real numbers. Categories and Cost Items appear in your report as dollar amounts and as a percentage of the current budget.

Set up Categories and Cost Items on your budget

Cost analysis columns only show values for budget line items that have a Category or Cost Item assigned. If a column is empty, the project’s budget line items likely need to be set up.

To compare projects accurately, use the same Categories and Cost Items across projects in your portfolio.

Read the cost analysis columns

Use the percentage view to compare projects of different sizes side by side.

Inline editing lets you keep project details current across your portfolio in one step, instead of opening each project’s settings every update cycle. Changes save immediately, the same way a spreadsheet works.

Who can edit

You need the Edit project settings user permission to edit fields in a report. If you don’t see the pencil icon, ask your organization’s admin to review your permissions.

Edit a field

Questions? Email help@rabbet.com or use the Send feedback link at the top of any table page.