The Applications tab

In the Applications tab, you can view all the software applications used within your organization and add new ones: 

Here are the actions you can take in this tab:

  View application details based on your role
  Add a new application
  Customize the view to your needs
  Filter and sort applications
  Save your personal views
  Export applications and their details

View application details based on your role

All workspace members can view the full list of applications added in Cledara, but the budget details you see on this page depends on your role within the workspace:

• SaaS Admin & Finance: See full application and budget details of all applications across the company
• Team Manager: See full application and budget details of applications owned by your team
• User: See application and budget details of only the applications you own

Add a new application

You can add a new application in one of the following ways:

• Any users can click Add new application to manually create one.
• SaaS Admins can use the Import button to bulk create apps.

Customize the view to your needs

You can tailor the Applications tab to your preferences so that, at a glance, you get to see the details that are most important to you. To do that: 

1. Click the Edit columns button at the top-right of the table.

2. Check or uncheck the data points you want to display. Data points are available within the following categories:

   • General: Application status, App Owner, application tags, etc.
   • Financials: Budget, application balance, last payment, frequency, etc.
   • Compliance: Compliance questionnaire status, vendor certifications
   • Engage: Seats, active users, etc.
3. Apply the relevant filters for this view; select specific teams, owners, or other criteria you've added as a column to only get the relevant results each time you check this view.

Filter and sort applications

To quickly find the applications you need, use the search and filtering tools available at the top of the page:

• Search by application name, App Owner, or team name using the search field.
• Click Filter results to apply additional filters such as application status, budget type, next renewal date, and more.
• Some filters (like application status) are applied by default. You can remove them individually, or click to remove all default filters.
• Adding more columns to your applications view will unlock more filter options based on the new data fields.

You can also sort the application list by criteria such as application balance, last payment amount, App Owner, and other available fields.

Save your personal views

Once you have customized your view and added the relevant filters, you can save your personal views for quick future reference. 

1. Click Save as new view, or if you want to save the changes to an existing custom view, click Save:

   

2. Access your saved views anytime via the dropdown menu:

   

3. You can always duplicate, rename or delete your custom views by using the   button.

Export applications and their details

SaaS Admins and Finance users can export a full list of applications with budget details:

1. Click Filter results next to the search bar.
2. Click Export to download a CSV file.
3. Choose the fields that you'd like to include in the export, including the custom accounting fields.