Hub allows you to store rich participant data and progressively build detailed profiles of your users. All of this data enables powerful targeting for research. However, teams sometimes end up with dozens of custom columns in the participant table, which can be frustrating to scroll through when trying to segment your panel for a study. With each release, we're making it easier for researchers to pinpoint the right participants from their Hub population to invite to studies.
Earlier this year we released Hub custom views, allowing researchers to hide/show and reorder columns in the Hub table via a drag/drop interaction. Many teams are using this feature, but we’ve heard that it can be fiddly for those with really large Hub tables containing lots of custom data fields.
We recently released a new panel in Hub that consolidates all of your columns so you can manage them at scale. You can very quickly toggle visibility on and off, as well as rearrange columns without needing to scroll horizontally across the table.
You can use the column configuration panel to rearrange and toggle multiple columns in your participant table. To open the panel, click the “Manage” button at the top right of your Hub table, and select “Edit fields” from the dropdown. Use the toggles to set the visibility of each field, and use the grab handle to move columns. You can also opt to show or hide all fields using the uppermost toggle. When you’re done, simply x out of the panel, and your changes will be immediately applied to your Hub table.
Hub custom views are saved at the individual user level. This means that if a user makes a change to their view, that change will persist for them only. The rest of the team will not see that change. We know that different researchers on the same team have may different use cases and priorities that influence how they wish to view participant data in the Hub table.
To hide a column, click the arrow beside the column name, and select “hide column” from the dropdown. You can hide as many columns as you like. To reset the table, click on the “manage” button at the top right of the table, and select “show hidden columns” from the dropdown.
To reorder columns in the table, click and hold the header of the column you’d like to move, and drag and drop it into its new location.
Hiding and reordering columns gives you greater control over how participants are displayed, creating more flexibility in how Hub is used from study to study. Some of the key benefits of customizing your table view include:
Which columns can I hide and reorder?
You can hide and reorder any column in your Hub table except for the email column, which remains as the unique identifier for each participant and will always appear as the leftmost column. Any other column displaying contact information, activity records, custom data, can be hidden or moved.
Are columns managed one-by-one, or in bulk?
You can hide columns one-by-one, but you do not have the option to “unhide” a single column — you will need to show all hidden columns in one go.
You can reorder columns by dragging and dropping a column into its new location. You do not currently have the option to select multiple columns to drag and drop together. To manage columns in bulk, you can use the column configuration panel. Click the “Manage” button at the top right of your Hub table, and select “Edit fields” from the dropdown to access the panel.
Who can hide and reorder columns in Hub?
All Hub users can customize their view by hiding and reordering columns. Table preferences are made at an individual user level, and are not saved at an account level. This means that different researchers within the same team can create their own custom views.
Are table preferences saved?
Table preferences are stored locally and will persist across multiple user sessions unless you clear cookies from your browser. If you clear cookies or log in from another device, the table will reset to its original state. Table preferences will not persist when exporting a CSV of participant data from Hub.
