> ## Documentation Index
> Fetch the complete documentation index at: https://epsilo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Tables, views and filters

> Filter, sort, group and save the exact working set you need on any Epsilo table.

> [!NOTE]
>
> **Find it in** every table in Campaigns and Portfolio: the search and filter control, and the tab menu beside the tabs. **Last updated** 9 Oct 2026.

## Overview

Every list in Campaigns and Portfolio works the same way. You narrow it with filters, order it with sort and group, read totals in the footer, and save the setup as a view so it opens the same way next time. Learn it once and it works on every tab.

## How it works

**1. Filter**

Open search and filter to narrow by dimensions, status, health or metric conditions.

**2. Order**

Sort by one or more columns, and group rows by a dimension.

**3. Read**

The column header stays frozen as you scroll, and the footer analyzes each column.

**4. Save**

Select **Save as view** to keep the setup and reopen it in one click.

## Use it

### Search and filter

1. Select the search and filter control.
2. Type to search, or pick a filter such as **Platform**, **Ad account**, **Ad tool**, **Market**, **Tag**, **Status** or **Health**.
3. Add metric conditions, for example ROAS, spend or live time.
4. Each filter shows as a chip. Select a chip to change it, or **Clear** to remove filters.

### Sort

Open **Sort by** in the tab menu and pick an order. You can also select a column header. Shift click another header to add a second level. Select **Clear sort** to go back.

### Group

Open **Group by** and pick a dimension. In Campaigns you can group by **Platform**, **Ad account**, **Ad tool**, **Market** or **Tag**. Pick **None** to ungroup.

### Choose columns

Open the tab menu and pick **Metrics** to add or remove metric columns. Use **Add metric** to add one more.

### Switch the view

Many tabs offer more than one view, such as grid, list, table or calendar. Pick the view in the tab menu. Your filters stay when you switch.

### Change density

Open **Density** and pick **Comfortable**, **Medium** or **Compact**. Compact fits more rows on screen.

### Analyze a column

The footer under each number column reads **Analyze**. Select it and pick how to total the column, for example a sum or an average. Your pick resets after an hour.

### Save a view

1. Set the filters, sort, grouping and columns you want.
2. Open the tab menu and select **Save as view**.
3. Name the view.

To update a saved view after changes, select **Save changes**. To drop them, select **Discard changes**. Open **Views** to switch between saved views.

### Pin a view

Pin a saved view to My workflow in the left menu, so it is one click away.

## Ask Botep

```text theme={"system"}
Show campaigns grouped by ad tool with ROAS below 2 and spend above 1,000 this week.
```

```text theme={"system"}
Turn my current Campaigns filter into a weekly summary I can share.
```

## FAQ

> [accordion] Why did my footer total change back?
>
> An **Analyze** pick lasts an hour, then the footer goes back to its default.

## Related

> [card] [Campaigns](https://epsilo.ai/docs/campaigns/campaigns-and-ad-objects.md)
>
> The table you will filter most.

> [card] [Bulk actions](https://epsilo.ai/docs/campaigns/bulk-actions.md)
>
> Act on the rows you filtered.

> [card] [Daily check](https://epsilo.ai/docs/learn/daily-check.md)
>
> Saved views for the daily check.


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