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How to Customize your Dashboard Columns

This article walks you through choosing which columns appear on your Shipments dashboard and the order they display in. Customizing your columns lets you see the data most relevant to your work without scrolling sideways through fields you don't use.

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Written by Poltai

Column settings are saved per view, not globally: The columns you set up on your "All" view won't carry over to a custom saved view, and vice versa.

This means you can build different views for different workflows — for example, one view with carrier and tracking columns for active loads, another with billing columns for delivered loads.

1. Switch to the view you want to customize

At the top of the dashboard, click the saved view tab you want to update (e.g., All, or one of your custom views). Any column changes you make will only apply to this view.

2. Open the column manager

Click the Column display options icon (the slider icon at the far right of the column header row — hover to see the label "Column display options").

A panel opens showing all available columns.

3. Turn columns on or off

Use the toggle next to each column to show or hide it on your dashboard. Toggles in green are on; toggles in gray are off.

Note: Some core columns (like ID and Status) may be locked on by default and can't be turned off.

4. Reorder columns (optional)

Drag any column up or down using the handle (⋮⋮) to the left of the column name. The order in the panel is the order columns appear on your dashboard, left to right.

5. Search for a specific column

If you're looking for a specific column, type its name into the Search bar at the top of the panel.

6. Apply your changes

Click Apply for view at the bottom of the panel. The active view updates to show your selected columns in the order you've set.

Tip: To start over with the default polt.ai layout, click Reset to default state at the bottom-left of the panel.

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