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How to create and save customized columns

Karen
  • Updated

REALM offers a variety of default columns* to choose from to view your results, which will provide different information. You can also create and save your custom column set by following these steps:

  • If necessary, switch the layout to Table or Map + Table 
  • Click the Columns button, and a list of the defaults will appear (depending on the filters used, determine which column set you can see). 

  • Where the checkmark is placed indicates which column set is currently being used.
  • Select one of the REALM defaults, and your results will reload with the columns and data.
  • If you want to create your own, scroll down the menu and click Customize or New
  • Selecting Customize will preload the columns from the current choice.  Selecting New will provide a blank window with no columns preselected.
  • Give your new column set a name if you want to save it and use it again. Enter the name in the top left corner.

  • Choose the Conditions needed for this column set (Freehold, Available, Unavailable, etc.). This is important because the selection will determine when you can use the column set.  If a custom column set is created for condo searches only, it will not be visible when the search is set to find freehold listings. 
  • To add columns, select Add a column from the bottom left corner

  • Once all your columns are added, you can further customize your column set by:
    • Using the Hamburger menu to move sections
    • Delete columns you do not want
    • Change the column name under Label
    • Change how the data is aligned in the column under Align
    • Depending on the column, you change the Format (i.e., Date, Currency)
    • If you want multiple columns to be sorted in ascending or descending order, you can use the

      Multi-Level Sort (located after the Add a Column section).

  • Select Save from the bottom right corner of the window.  You will be returned to your search, and your customized column set, containing the filtered search results, will populate.
  • If you do not want to save the column set as you are only planning to use it this one, you can select Use Without Saving

To use a column set in the future, select the Columns menu button and select the saved Column Set from the menu.

*In addition to the Realm Generic column set, the following have been added:

  • Freehold Available
  • Freehold Unavailable
  • Condo & Other Available
  • Condo & Other Unavailable
  • Commercial Available
  • Commercial Unavailable

To learn what information is available for each REALM column set, click HERE

 

Did you know that you can view step-by-step demos for many REALM features?  Just sign into the desktop site, click on the question mark in the right-hand corner of your screen, and click ‘Show me how’ for help!

 

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