The Data tab is where most teams spend most of their time in Stateable. It shows every row Stateable has pulled out of every statement your team has ever uploaded — often millions of rows by month six. This article walks through the toolkit; each tool has its own article for the details.
What the page is built from
Three areas, all on screen at once:
Left sidebar — switch between Filters, Basic Rules, Advanced Rules, and Custom Fields panels.
Pills bar — every filter group you've applied. Drag to reorder; click the AND/OR connector between pills to flip it; click the × to remove a group.
Grid — the rows themselves, sortable by any column header.
Full tour: Explore your commission data in the Data tab.
How to ask a question
Pick the right tool for the question you're asking. A few examples:
"Where's the row from policy 12345?" — type into the search box above the grid.
"What did State Farm pay us last quarter?" — filter by Carrier = State Farm and Effective Date in the right range. See [Filter data with groups, AND, and OR logic](filter-with-groups).
"What's the largest commission from a small group plan?" — filter, then sort by Commission descending.
"How are these rows tagged by Account Type?" — make sure your custom field column is visible, then sort or filter by it. See [Create custom fields to enrich your data](create-custom-fields).
When the question gets complex — "carrier A in Q1 OR carrier B in Q2, both excluding cancelled policies" — that's where filter groups earn their keep.
Composing a view
A "view" in Stateable is everything you've set up on screen at once: your search text, filter groups, sort order, and which columns are showing. Two things to know:
Views live in the URL. Copy the page's URL and send it to a teammate to put them on the exact same view.
Your last view is remembered. Close the browser, come back tomorrow, and your filters, sort, and columns come back just as you left them.
When data alone isn't enough
If the standard fields don't give you the grouping you need, add a custom field (a column you create) and let rules tag the rows for you. Here's the order to follow:
Create a custom field. ([Create custom fields to enrich your data](create-custom-fields))
Tag it with a basic rule (when the value is X, label it Y). ([Tag values automatically with basic rules](tag-values-with-basic-rules))
Reach for advanced rules only when the decision depends on more than one field or needs more than a plain match. ([When to use basic rules vs advanced rules](when-to-use-which-rule-type))
Rules earn their keep over time — every future statement gets tagged automatically.
Key terms
View — everything you've set up on screen at once: search text, filter groups, sort order, and which columns are showing. It's saved in the URL.
Filter group — a pill in the bar above the grid. Inside one group, a row matches if it meets any of the conditions (OR); between groups, you choose AND or OR.
Standard field — a column Stateable pulls straight from carrier statements.
Custom field — a column your team adds, filled in by rules.
Cell provenance — the little pop-up that shows which rule set a custom-field cell's value.
Common questions
How do I share a view with a teammate?
To share a view with a teammate, copy the URL. The whole view (search, filters, sort, columns) is encoded there.
Why does my grid load slowly on first open?
The grid loads slowly on first open because your first search gets a large account's data ready behind the scenes. After that, the rest of your searches in the same session come back in under a second.
Can I sort by a custom field?
Yes, you can sort by a custom field — click the column header like any other. If the custom column isn't visible, add it from the Custom Fields panel.
What's the difference between search and filter?
The difference is that search looks for your text anywhere in the row, no matter which column it's in, while a filter checks one specific field against a condition you set. Use search for "I know a value, where is it?" and a filter for "show me rows that match these conditions."
Why are some cells highlighted?
Some cells are highlighted because they were filled by a rule, which shows a small indicator. Click for the cell-provenance popover — it tells you which rule set the value.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
Related articles
Last reviewed: 2026-05-27