Columns provide additional data about users, e.g. State, Age, Region, etc. When you first access the Users page, you will see default columns within the list. The default columns can be removed from your view and additional columns can be added depending on what you’d like to see, creating your custom view.

When a column is added or removed and the list is saved, the new selection of columns will be maintained across sessions until the list is manually changed again. This is your custom view, which may differ from the default or your colleagues’ pages.

To add or remove columns, click the three vertical rectangles icon on the top-right of the page, highlighted in the picture below by a blue circle.

You will then see a pop-up menu labeled “Columns” appear. This menu contains all of the possible columns you can add to your Users list view. Columns that are already present are denoted by a checked checkbox. Those that are not currently visible show an unchecked checkbox.

To choose a column, click the unchecked checkbox. To remove a column from your list view, click the checked checkbox to change it to unchecked. When you’re done, click “OK” to save your changes.

You will see the new columns appear and if there is data available, it will be shown. It’s possible that data will not be available for every data point, for every user. This doesn’t mean that adding the column did not work. As long as you see the column heading added or removed depending on the action you’re taking, it is operating correctly.

Keep in mind that the Advisor Inventory and Users columns are mutually exclusive from one another. Adding and removing columns from the Advisor Inventory page will have no impact on the Users page, and vice versa.

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