Create an Account Level Data Table Preset

The Data Table displays model properties, including the custom properties, in a grid view for reporting purposes.

In order to create a Data Table Preset in project context or account context, a data table has to be created from within the 3D viewer.
To get started creating account level Data Table Presets, you will need the following:
  • Be an Account Admin for an account
  • Have a paid subscription to Trimble Connect under that account
  • Have at least one Trimble Connect project created that is owned by your account
  • Be a project user or project admin in that project
  • Have 3D data uploaded into the project
  • Know how to create Data Table Presets (in the project context)

Learn more about the creating a Data Table in the 3D Viewer.

To create an account level dat table preset:
  1. Sign in to the Trimble Connect for Browser application.
  2. Open your project and navigate to the 3D Viewer.
  3. Create a new Data Table Preset.
  4. Select Save as.
  5. Select Save as account preset from the dropdown menu.
The preset is listed in the Presets dropdown menu under the Account Presets section.
Learn how this preset can be shared and used in other projects owned by your account.
Note: Account level data table presets that have been applied to projects are only visible to project members who are also users from that same account. External users in the project will not be able to see any account level data table presets.