How to Customize Grid View

Objectives

• Apply Filters
• Customize the Columns
• Export the Grid List

Steps

In Lexzur, users can manage and customize grid views according to their preferences. This includes filtering by specific criteria, saving filters, adjusting columns, rearranging them, and sorting fields.
To start, navigate to the page with the grid you want to configure. For this example, open the Corporate Matters grid from the Matters page.

Apply Filters:

You can apply filters directly by selecting options on the fly or by opening the Filters tab. 

Search for items using various criteria such as client name, matter assignee, or date ranges.

If you want to save a filter for future use, you can give the filter a name and save it.

You can also share this saved filter with specific users or user groups. Once shared, the filter will appear in the dropdown list, allowing others to access the custom view you created.

Customize Columns:

You can adjust the columns displayed in the grid by adding or removing fields.

To change the order of the data within a column, click on the column header to sort in ascending or descending order.

Additionally, you can reorder the columns themselves by dragging and dropping them into your preferred layout.

Export the Grid:

Once you’ve configured your grid, you can export the data to Excel. Choose between exporting only the visible fields (current fields) you selected or all available fields in the grid.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!