The Data tab is your organization's commission ledger: every row Stateable extracted from every statement you've uploaded, searchable across millions of rows.
What you see on the page
The Data tab has three areas:
Left sidebar — switch between Filters, Basic Rules, Advanced Rules, and Custom Fields panels using the icons on the far left edge.
Pills bar — the row along the top of the grid that shows every filter group currently applied. Drag pills to rearrange groups.
Grid — the main table. Rows are split across pages; scroll through or move between pages using the controls at the bottom.
Common actions
Search — type into the search box above the grid. It looks across carrier, policy number, and every column you can filter on.
Sort — click any column header. Click again to reverse; click a third time to clear.
Resize a column — drag the right edge of the header.
Pin a column — open the column's menu (the three dots that appear on hover) and choose Pin Left or Pin Right.
Show or hide columns — use Table Settings in the top-right. Stateable remembers your choices, so the next time you sign in the table looks just the way you left it.
Filtering and tagging
Two features turn the raw rows into answers you can act on. We cover each in its own article:
Filters let you narrow the rows down to just what you want to see — for example, "commissions from Carrier A in the last 30 days".
Rules let you tag data — for example, "if Broker ID starts with SG, set Account Type to Small Group."
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.
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Last reviewed: 2026-05-27