Working with Configurable Manager Sheets (Classic View)

The following topics describe how to use configurable manager sheets.

In This Section

Create a new sheet from an existing template

Add columns to a sheet

View column properties

Add a formula column

View record details

View sheet properties

Expand or collapse the sheet rows

Drill down to more data

View or edit code details

View rollup data

Sort the sheet content

Filter the sheet content

Enter sheet data

Edit sheet data

Create and view a snapshot

Copy data to another column

Search for records on a sheet

Export sheet data

Import sheet column data

Last Published Monday, October 13, 2025