Using data tables

Data tables in ClaimStation support sorting, filtering, and row expansion. Most tables share the same behaviour.

Sorting

Click a column heading to sort by that column; click again to reverse the order.

  • Click once — Sorts ascending (A–Z, earliest first, smallest first).
  • Click again — Reverses to descending (Z–A, latest first, largest first).
  • Click a different column — Sorts by that column instead.

An arrow next to the column header shows the current sort direction.

Filtering

Filter rows appear below the column headers when a table has 5 or more rows. Use them to narrow the list.

  • Text filters — Type a pattern to match. Use the pattern style from Settings → Profile (wildcards or regex).
  • Date filters — Set earliest and/or latest date.
  • Select filters — Pick a value from a dropdown (e.g. status, type).
  • Clear filters — Resets all filters at once.

Filter and sort settings persist when you navigate away and return. They are stored in the browser session (session storage) for the current tab. Closing the tab or browser clears persisted settings.

Row expansion

Click a row to expand it and see more details in a full-width panel below. Click again to collapse.

  • Expand all / Collapse all — Buttons above the table let you expand or collapse every row at once.
  • Linked descriptions — In tables like Claims and Invoices, clicking a linked description (e.g. claim number, period) navigates to the detail page instead of expanding the row.

Tables that support these features

AreaTable
ClaimsClaims list
TransactionsTransactions list
Bank accountsBank accounts list
DocumentsDocuments list
BillingCredit history, Payment history
InvoicesYour invoices
HouseholdMembers, Dependants
SettingsCategories, Entities, Dev Tools (API keys, Webhooks)
AdminFeedback, Error logs, User management

Paginated tables

For tables that span multiple pages (transactions, credit history, payment history), sorting applies to all data across all pages, not just the current page.