Using Data Tables

This section provides information on using data tables efficiently. Once you have selected the template and navigated to the Summary Statement screen, perform the following steps:

1. Drag and drop a Data Table block to your temple.
2. Select the Data Table to view the Content side-pane. 
   
3. Select the Payments option from the drop-down list under the Accounts option.
4. Click Add in the Columns section and perform the following:
   1. Select EffectiveDate from the Field drop-down list.
   2. Click the Advanced Options toggle.
   3. Use the Localise function, for example, {{EffectiveDate|Localise}}.
   4. Configure the header as required, for example, Effective Date.
      
   5. Click Save.
5. Click Add in the Sort By section and perform the following:
   1. Select EffectiveDate from the Field drop-down list.
   2. Select ASC in the Order drop-down list.
      
   3. Click Save.
   4. Click Add in the Sort By section.
   5. Select PaymentNumber from the Field drop-down list.
   6. Select ASC in the Order drop-down list.
   7. Click Save.
6. Click Add in the Filter section and perform the following:
   1. Select Status from the Field drop-down list.
   2. Select > in the Operator drop-down list.
   3. Enter Processed in the Value field.
      
   4. Click Save.
   5. Select EffectiveDate from the Field drop-down list.
   6. Select >= in the Operator drop-down list.
   7. Enter  _StartDate in the Value field.

      : _StartDate is a system built-in variable and it displays the start date of the selected date range.

      
   8. Click Save.
   9. Select EffectiveDate from the Field drop-down list.
   10. Select < in the Operator drop-down list.
   11. Enter  _EndDate in the Value field.

       _EndDate is a system built-in variable that automatically extends the end date of the chosen date range by one day. When you select a date range in the UI, such as from 2024-01-01 to 2024-03-31, the built-in variable _EndDate is automatically set to 2024-04-01.

       
   12. Click Save.