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Working with Table Columns

Choose and arrange columns, filter them with multiple conditions, add fields from related records (associations) and create custom columns.

🔐 Required Role Permissions: Custom Columns

🔓 Optional Role Permissions: Views, Save Public Views, Data Export, Reports, Generate Reports

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

  • choose which columns appear in each view and in what order

  • filter any column using one or more conditions

  • add fields from related records (associations)

  • create your own custom columns

Custom columns let you define a calculation once and reuse it in table views, filters, saved views, 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.

Show, Hide and Reorder Columns

Choose which columns appear in a table view and in what order.

Choose Columns

Add or remove columns a the table view.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press the Columns button.

    Columns

  3. Search for a column and select it to add it to the view.

  4. Press the X next to a column title to remove it from the view.

    Add & Remove Columns

  5. Press the Set Columns button.

    Set Columns

Reorder Columns

In the Visible Columns window

  1. In the Ventrata Dashboard, go to a table view.

  2. Press the Columns button.

    Columns

  3. Drag a column title and drop it in its new position.

    Reorder Columns

  4. Press the Set Columns button.

    Set Columns

In the table

  1. In the Ventrata Dashboard, go to a table view.

  2. Drag a column header and drop it in its new position.

    Drag and Drop Columns

📗 TIP
To keep your column selection, order and filters for later, save them as a view. For more information, see Working with Views.

Filter Columns

Filter columns using one or more conditions.

Single Condition

Use only one condition to filter a column.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press a column header to open its filter.

  3. Select a condition.

    Condition

    📒 NOTE

    Each column has a set of conditions that make sense for the data types collected in that column.

  4. 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

  5. Press the Apply button to filter the column.

    Apply Condition

Multiple Conditions

Use two or more conditions with AND / OR operators.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press a column header to open its filter.

  3. Select a condition and set a value.

  4. Press the Add condition link to add another condition.

    Add Condition

  5. 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.

  6. Press the Apply button to filter the column.

    Apply Condition

Remove Conditions One by One

Remove one condition while keeping others.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press a column header to open its filter.

  3. Press the Remove condition link next to the condition you no longer need.

    Remove Condition

  4. 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.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press a column header to open its filter.

  3. 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. For more information, see Working with 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.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press the Columns button.

    Columns

  3. Press the Browse columns link below the 'Columns' field.

    Browse Columns

  4. 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.

  5. 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.

  1. In the Ventrata Dashboard, go to a table view such as the Bookings table.

  2. Press the Columns button.

    Columns

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

    Custom Columns

  4. Press the New Column button.

    New Column

  5. Enter a column name.

    Name

  6. 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.

  7. Enter a SQL expression that performs the calculation you need.

    Expression

    📗 TIP

    For more information, see Writing Expressions below.

  8. 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

  9. 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 not 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 Columns button.

  1. In the Ventrata Dashboard, go to a table view.

  2. Press the Columns button.

    Columns

  3. Search for your custom column and select it.

    Add Custom Column

  4. Press the Set Columns button.

    Set Columns

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