Data Source Account View


Location: /a/<team_slug>/data-sources/<uid>/accounts-tab

To review the specific accounts associated with a Data Source, use the Data Source Account View. This view lists all accounts imported from the Data Source.

Widgets

Total Accounts - Total number of accounts imported from and associated with the Data Source.

With Parent - The total number of accounts that have a Parent account.

Top Level - The total number of accounts that do not have a Parent account.

Account View Tools

Account Table - Sort and filter accounts using the column headers.

Search - Fuzzy search returning cell data that contains any part of the search criteria.

Export CSV - Exports the filtered list of accounts represented in the Account Table.

Add Column - Opens the Column interface to add, remove, and reorder table columns.