The Grid View


The Grid View in DOKKA gives you a powerful and flexible way to review, filter, and manage your documents. With one click, you can toggle between the familiar Gallery View and the Grid View — depending on your needs.

This article will walk you through:

  • Switching to Grid View

  • Key features and layout customization

  • Filtering and sorting

  • Exporting data

  • Batch actions

  • Saving and sharing personalized views




Switching to Grid View



From the main screen in DOKKA, simply click the Grid icon located at the top bar, under the grey man icon. This will switch your display from Gallery View to Grid View.






You can switch back anytime with the same icon.




Customizing the Table Layout


In Grid View, you can adjust the table to suit your workflow:


  • Resize Columns: Drag the edge of any column header to change its width.

  • Reorder Columns: Click and drag a column header to change the order.

  • Add or Remove Columns: Click the blue pencil icon on the right side of the table to open the column menu and select which columns you would like to see.








Filtering and Sorting




1. Filter by Column

Click the funnel icon next to a column header to filter specific values.



You can also perform a free-text search inside the filter box, and decide whether to include or exclude specific values.


Example: filter by vendor name, amount, or invoice status.




2. Sort Values



Click the arrows next to any column to sort:


  • ⬆ Sort ascending (e.g., oldest to newest)

  • ⬇ Sort descending (e.g., highest to lowest)






The arrow turns black to indicate the active sort.




Export to Excel



To export data:


  1. Apply any filters you wish

  2. Select the documents you'd like to export (use the checkbox at the top to select all visible)

  3. Click the Export icon (cloud with arrow)





DOKKA will generate and download an Excel report with the selected rows.


Calculate Totals

You can quickly calculate totals without needing to export:


  • Ctrl + Click to select multiple amounts and get a quick total

  • Click a column header (like "Amount") to total all visible values in that column





Save and Reuse Filters

Once you’ve configured your view:

  1. Click the “Default” dropdown at the top-left of the table

  2. Click "Add"


  3. Choose a name for your view

  4. (Optional) Save the view for all companies connected to the same ERP

  5. Click "Save"




Your saved view will appear in the list, and you can switch between views anytime.


Share Your View with Others


To share your current table configuration:

  1. Select the view that has been previously saved in the drop-down menu

  2. Click on the "Share" icon next to the view you'd like to share



  3. Your email client will open with a link




  4. Send the link to your colleagues – they’ll see the same filtered view



Batch Process Documents

You can select multiple rows and perform bulk actions — such as approval, tagging, or publishing — all from the Grid View.





For more on batch actions, click here to view the article.




Set Rows Per Page



Choose how many results you want to display per page (100, 500, or 1000) using the dropdown at the bottom-right of the screen.





Use the page arrows to navigate between pages.








You're All Set!

You’re now ready to start working with DOKKA’s Grid View!
It’s designed to give you a flexible, Excel-like experience directly inside the platform.




For any questions or help:
Click the question mark icon in the top-right → "Contact Support"
Or email us directly at support@dokka.com