🔐 Required Role Permissions: Custom Columns

🔓 Optional Role Permissions: Save Searches, Data Export, Generate Reports

Table views in the Ventrata Dashboard, such as Bookings, Tickets or Orders, display your data in columns. You can:

filter any column using one or more conditions
add fields from related records (associations)
create your own custom columns
choose which columns appear in each view

Custom columns let you define a calculation once and reuse it in table views, filters, saved searches, reports, exports and manifests, just like built-in columns.

📒 NOTE
Dashboard tables were updated in October 2026, and some column names have changed. To find the replacement for a column you used before, see the column mapping document.

Filter Columns

Filter columns using one or more conditions.

Single Condition

Use only one condition to filter a column.

In the Ventrata Dashboard, go to a table view.
Press a column header to open its filter.
Select a condition.

Condition
📒 NOTE
Each column has a set of conditions that make sense for the data types collected in that column.
Select or enter a value for the condition.

Value
📒 NOTE
Values can be numbers, text or options from an existing list, such as booking types or products. You can select multiple values within a single condition.

Multiple Values
Press the Apply button to filter the column.

Apply Condition

Multiple Conditions

Use two or more conditions with AND / OR operators.

In the Ventrata Dashboard, go to a table view.
Press a column header to open its filter.
Select a condition and set a value.
Press the Add condition link to add another condition.

Add Condition
Select the AND / OR operator to control how the conditions work together:
- AND - all conditions must be met
- OR - at least one of the conditions must be met
Select Operator
📒 NOTE
If you use both operators, AND conditions are evaluated before OR conditions.
📘 EXAMPLE
Travel Date is at least 19 October 2026 AND is at most 23 October 2026 shows bookings with a travel date from 19 to 23 October, inclusive.
Press the Apply button to filter the column.

Apply Condition

Remove Conditions One by One

Remove one condition while keeping others.

In the Ventrata Dashboard, go to a table view.
Press a column header to open its filter.
Press the Remove condition link next to the condition you no longer need.

Remove Condition
Press the Apply button to filter the column with the remaining conditions.

Apply Condition

Remove All Conditions

Clear all column conditions to remove filtering altogether.

In the Ventrata Dashboard, go to a table view.
Press a column header to open its filter.
Press the Clear filters button to remove all conditions applied to the column.

Clear Filters

📗 TIP
Column filters also define the input data for reports and charts. For more information, see Working with Charts and Reports.

Add Fields from Associations to a Table View

Add fields from related records (associations), such as the product or order, to the table view.

In the Ventrata Dashboard, go to a table view.
Press the Show Columns button.

Show Columns
Press the Browse associations link below the 'Columns' field.

Browse Associations
Select the related record, then select the field you want to add.

Add Associated Record
📒 NOTE
Records marked with an arrow contain further related records. Select them to browse deeper levels.
📘 EXAMPLE
In the Bookings table, select Product > Destination > Product Destination Country to show each product's destination country.
Press the Set Columns button.

Set Columns

Create a Custom Column

Create a custom calculation for a metric specific to your operation, without requesting a new field.

📒 NOTE

Before creating a new custom column, check the existing custom columns. Columns replaced during the Dashboard table update may already have been created for you.

In the Ventrata Dashboard, go to a table view such as the Bookings table.
Press the Show Columns button.

Show Columns
Press the Custom Columns button in the Visible Columns window.

Custom Columns
Press the New Column button.
Enter a column name.

Name
Leave the 'Key' field blank to generate it from the name, or enter your own key.

Key

📒 NOTE
The key remains the same even if you change the column name.
Enter a SQL expression that performs the calculation you need.

Expression
📗 TIP
For more information, see Writing Expressions below.
Keep the 'Private' checkbox ticked to make this column visible only to you. Untick it to share the column with everyone in your organisation.

Private
Press the Create Custom Column button.

Create Custom Column

Writing Expressions

A custom column expression is written in SQL. Each expression returns one value per row in the table.

An expression can use fields from the table you are creating the column in, and from any records associated with it, such as a booking's order, product or tickets.
Separate each level with a dot, such as "order".channel.name.
When an associated record has several entries per row, such as a booking's tickets, use an aggregate function such as COUNT, SUM or STRING_AGG to return a single value.

📘 EXAMPLE

The following example counts adult tickets marked as no-shows:

COUNT(tickets.*) FILTER (
   WHERE tickets.unit.tier = 'adult'
     AND tickets.noshow = TRUE
)

The following example lists all resources allocated to a booking:

STRING_AGG(resource_allocations.allocation_summary, ', ')

📗 TIP

To find the field names to use in an expression, add the columns you need to the table view, then export the table as JSON. The keys in the file are the field names.

Export Table as JSON

📗 TIP

If you are not familiar with SQL, describe the value you need to an AI assistant and ask it to write a PostgreSQL expression. Test the expression in a private custom column before sharing it with your organisation.

Unsupported Expressions

The following are not supported in custom column expressions. If you use them, the column cannot be created and an error message is displayed.

Not supported	Error message	Use instead
`DISTINCT` and `ORDER BY` in the same aggregate function	Ordered aggregates do not support DISTINCT	Use either `DISTINCT` or `ORDER BY` in a single function
Boolean tests, such as `IS TRUE` or `IS NOT TRUE`	Unsupported expression: Boolean test	Use `= TRUE`, `= FALSE` or `NOT`
Totals of money fields that are not in a fixed currency	Aggregate money in a fixed currency, such as a USD-converted field	Use a supplier currency field, or convert the values with `CAST` and `MONEY`

Troubleshooting

The following table lists common errors you may see when entering an expression, and how to resolve them.

Error message	Cause	Solution
Invalid expression: syntax error at or near [character]	A field name contains special characters, such as `:`, or is a reserved SQL word, such as `order`	Put the field name in double quotes, such as `"order".channel.name`
Invalid column key	The field does not exist on the record	Check the field name in the table's JSON export
Unknown dynamic field [name]	A field from an associated record with several entries per row is used without an aggregate function	Wrap it in an aggregate function, such as `COUNT(tickets.*)` or `STRING_AGG(tickets.unit.name, ', ')`
Unknown field [name]	The table or field does not exist, or the table is no linked to the current table	Use a table linked to the current table. Check the name in the table's JSON export.

Add a Custom Column to a Table View

Add your custom column to a table view using the Show Columns button.

In the Ventrata Dashboard, go to a table view.
Press the Show Columns button.

Show Columns
Search for your custom column and select it.

Add Custom Column
📒 NOTE
Press the X next to any column titles you want to remove from the table view.
Press the Set Columns button.

Set Columns

📗 TIP
To keep your column selection and filters for later, save them as a search. For more information, see Working with Saved Searches.

Working with Table Columns