Understand Ecoverse workspaces

Each Ecoverse workspace displays a different type of data, but workspaces share a common set of features. Use these features to find, organize, save, and export data. Learn them once, and you can use them throughout Ecoverse.

Available features vary by workspace. Features depend on the type of data in the workspace and the tasks you perform. We continue to add features where they provide value.

Search

Use the search box above the table to search all columns when you do not know where the data is located.

To search a specific column, use the search field in that column header. Column searches support operators, such as Contains, Starts with, Ends with and Between, to help you refine your results.

For instructions, see Search a workspace.

Filter

Use filters to narrow the table to the data you need. You can filter data in three ways:

Charts: Select one or more chart elements, such as an operating system. The charts and table update to match your selection.
Columns: Filter a column by its values.
Dates: Filter a date column by a specific date, a date range, or by year and month.

You can combine multiple filters.

For instructions, see Filter and sort workspace data.

Sort

Sort any column in ascending or descending order to bring the most important rows to the top. For example, filter for failing checks on a specific date and then sort by client name.

For instructions, see Filter and sort workspace data.

Custom filters

Create a custom filter when a standard filter does not meet your needs. Each condition contains a field, an operator, and a value, such as OS is any of Linux

Join conditions with And to match all conditions or Or to match any condition. Group conditions to create more complex filters.

For instructions, see Build a custom filter. For operator descriptions and examples, see Custom filter operators and examples.

Customize the layout

Customize the workspace to match the way you work. You can:

Show or hide the charts.
Choose which columns to display.
Resize and reorder columns.
Set the row density and table styling.

The workspace saves your settings and restores them the next time you open it. You can reset your settings at any time.

For instructions, see Customize a workspace layout.

Save views

Save your filters, search criteria and column settings as a named view so you can reuse them later. For example, save a view that shows assets that need attention and open it each morning.

Use Save as to create a new view. Save to update the current view. You can also rename or delete saved views.

Some workspaces do not support saved views.

For instructions, see Save a workspace view.

Export data

Export filtered and sorted results to a file for sharing or further analysis. The export includes only the columns currently displayed in the workspace, so select your columns before you export.

Available file formats depend on the workspace.

For instructions, see Export workspace data.