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Creating and managing column presets

Explains how users can save, apply, and delete column configurations, how they affect the table layout, and how shared presets work.

Igor Simovic avatar
Written by Igor Simovic
Updated over 3 weeks ago

Summary

Column presets let you save your carefully configured column selections and quickly switch between different views. Create presets for specific tasks like performance analysis, budget reviews, or creative testing, then apply them with a single click to instantly reorganize your table for different workflows.

How It Works

Column presets capture your current column configuration — including which columns are visible, hidden, their display order, and widths. You can create multiple presets for different purposes and switch between them instantly. Presets are saved per entity level (Campaigns, Ad Sets, or Ads), and the system remembers and re-applies your last used preset each time you return.

Presets can be:

  • Personal: Only visible to you

  • Shared: Available to all users on your Hunch account if marked as shared

Presets work alongside filters and sorting to create highly specific and repeatable views for daily workflows.

Before You Begin

  • Use the column selector to set up your ideal view first

  • Consider naming conventions that describe the preset's purpose (e.g., "Monthly Report")

  • Presets only store column configurations — filters and sorting are not saved

Step-by-Step Instructions

Creating a New Preset

  1. Open the Columns dropdown and click Manage Columns

  2. Set up your desired columns: show/hide, reorder, resize

  3. Click Save as New Preset

  4. Enter a name and optional description

  5. Choose visibility:

    • Personal: Only you will see it (default)

    • Shared: Shared with all users on your Hunch account (optional)

  6. Click Save

Applying a Preset

  1. Open the Columns dropdown

  2. Under "My Presets" or "Shared Presets," click a preset name

  3. The table instantly updates and the preset name appears next to the Columns button

Managing Presets

  1. Click the Columns dropdown and select Manage Presets

  2. From the list of presets, you can:

    • Edit: Change the name or description

    • Update: Overwrite the preset with your current configuration

    • Delete: Remove a preset entirely

    • Set as Default: Auto-load a preset whenever the table opens

Updating a Preset

  1. Apply the preset you want to update

  2. Adjust the column layout

  3. Go to Manage Presets and click Update on the active preset

Sharing Presets with Your Team

  1. When creating or editing a preset, choose "Make available for all users in this account"

  2. Shared presets appear in the Shared Presets section for all users

  3. Only the creator can modify or delete shared presets

Use Cases / Troubleshooting

  • Daily monitoring: Save a preset for "Yesterday's Performance" metrics

  • Monthly reporting: Create a preset that includes all required stakeholder metrics

  • Optimization workflows: Switch between presets for issues, analysis, and tracking

  • Missing columns? You may be on the wrong hierarchy level (Campaigns vs Ads)

  • Team preset not visible? Ensure it was saved as shared and your account has access

FAQs

Q: How many presets can I create?

A: There’s no hard limit. Most users keep 5–10 for practical use.

Q: Can I copy another user's preset?

A: Personal presets cannot be copied, but shared presets are shared. Ask teammates to publish useful setups.

Q: Do presets work across ad accounts?

A: Yes. Presets apply to table layout, regardless of selected ad accounts.

Q: What happens if I delete a default preset?

A: The system reverts to the default column layout until you choose another preset.

Q: Can presets be exported or imported?

A: No. The best way to share is by saving and marking the preset as shared.

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