Property Tables are very helpful when you need to see filtered views of your transactions. For example, you may want to see all of the Closings you've had rather than a mix of Active, Pending, etc. You can easily create a filtered view and save it as a new Table.

Property Table Filters

To start, go to your Properties page where you will find a list of your current transactions. On the left side, you can see all of the different options you can filter your Tables with.

Image shows Properties as the second option on the left side navigation menu. To the right of the navigation menu, is a list of all the filters, which are listed below.

Date Filter Field

This is based on what date field you want to filter by. For this option to work, you will first need to enter a Date Range.

Image shows a list of all of the date fields in your account with the "Set" option to the right of each date field. Close is at the bottom center of the pop-up.

Date Range

You can choose a specific date range or one of these options; YTD, Last Year, This Month, Next Month, Last Month, Next 7 Days, Last 7 Days, This Q1, This Q2, This Q3, This Q4, or Custom Range. Once you have selected your date range, click on Apply to save the filter.

Contract Client Type

By default, you will see Buyer, Seller, and Dual as your options but you can add more if needed. You can also select multiple client types for your filter, rather than just one.

Image shows a text box at the top to enter a new Client Type with the "Add New" button to the right of the text box. Below is the list of Client Types with a box to check to the left of each one. Close is in the lower center section.

Contract Status

Just like with the Contract Client Type above, you can select as many options as you need for the status filter or create new contract types.

Contacts

You can also filter your transactions based on the Contact(s). This is helpful if you have an investor that has multiple transactions with you at any given time. All you need to do is click on Edit and then search for the contact you want to filter by.

Assigned Team

If you want to see what transactions your different teams are working on, you can use the Assigned Team filter to select the teams.

Image shows the different teams you can choose from with a checkbox to the left of each team. Close is in the lower center section.

Assigned Team User

Much like the Assigned Team filter, you can see what transaction your different team members are assigned to.

Important:

If you are using the Assigned Team filter, it will remove any Assigned Team User filter that is currently applied. The same rule applies if you are using the Assigned Team User filter; any Assigned Team filter will be removed.

Image shows a list of Assigned Team Members with a checkbox to the left of each name. Close is in the lower center section.

Table Column

You can add different columns to your Table view to see more details about that transaction. Depending on the subscription you have with Open To Close, some of these options may not be available.

If you find that you don't need a specific column showing on your Table, you can click on the trash icon next to the title under the Current Table Columns.

Image shows a row of current Field Groups in your account. Clicking on one will take you to any field within the group. You can click on the name of the field to move it to the right side, indicating it is added to the Table Columns. To the far right of the added field is a trash icon to delete the field from the table. Update is in the lower right corner.

Table Users

This allows you to share your Table with another team member. Check the box next to the team member's name that you want to share the Table with to open three options for sharing. Here is what each option allows:

Editor - If you choose the Editor option, the team user(s) you share the Table with will be able to edit any part of the Table. These edits will update the Table for anyone who has it shared with them.
Segments - Each Table can have Segments that narrow down the information on the Table even further. If you want your team members to have access to the Segments you create and be able to create their own Segments, check the Segments box.
Export - The last option allows the team member to export the Table to a CSV file.

Export CSV

If you need to export any of the Tables in a CSV file, you can do so by clicking Export CSV. Make sure you are on the correct Table as it will only export the one currently being viewed. If you need to see additional columns on the export, click on the Table Columns option to add what you need to the Table before exporting.

Important:

The export feature will only export up to 1,000 records. If your Table exceeds this, you will need to create smaller filtered views. This can be accomplished by using Segments within the Table. Here's an article that goes over it in more detail: Creating Property Segments.

Please consider using the API to pull large data sets (API Documents).