Working with Grids

Every module’s list page works the same way, and it does more than let you browse. This page is that lesson once, so you don’t have to relearn it module by module.

How list pages work

Open a module from the left navigation and pick a record type to land on its list page: a table of every record you can see. The same table and toolbar appear whether you’re looking at contracts, licenses, or board meetings, so what you learn on one list page carries over to every other one.

Finding a record

Sort any column, then click a row to open it. If you’re not sure which module a record lives in, Search looks across all of them at once — for users who have it.

Filtering within a list

Every list page’s grid also carries floating filters on each column header — narrow by any field’s value until what you want is in front of you, all without leaving the table. These filters sit on top of the module and record-access rules that already shape what’s in the list: you’re filtering within what you’re allowed to see, not around it. Filtering works this way for every user on every plan, including anyone without all-record access and the header search icon that comes with it. If you do have all-record access, Search reaches across every module at once instead of one list at a time.

Saving your own layout

Arranging a list well isn’t throwaway work, so Lextree remembers it for you.

Save layout

Reorder columns by dragging, resize them, sort a column, or apply a filter, and a Save layout button appears in the toolbar. Save it, and the page reopens exactly that way for you every time — column order, widths, sort, and filters included. This is personal: saving your layout changes nothing for anyone else. It works identically on every list page, including the Attachments and Workflows list pages.

Reset to defaults

The Reset button beside Save layout returns the page to its default arrangement and forgets the saved layout, so you can start over whenever a saved view stops being useful.

Favorites for quick access

A record’s header carries a star, separate from the list toolbar. Click it to add that record to your Favorites — a personal shortlist that appears on your Dashboard for one-click return trips. Click the star again to remove it. Like saved layouts, favorites are yours alone: starring a record changes nothing for anyone else, and there’s no limit to how many you keep.

Exporting a list to CSV

Any list page hands you its rows as a CSV.

What gets exported

Select the records you want first — Export in the toolbar stays greyed out until you do — and the file downloads exactly what you selected, using the columns currently shown on screen. Sorting, filtering, and hiding columns all shape the export, so narrowing the list first is how you shape the file. A list export is a picture of what you’re looking at, not a form to fill in and send back — it isn’t a re-import file, even when the columns look similar.

Who can export

Export isn’t limited to editors, unlike New, Edit, and Delete: if you can see a record, you can export it. What a list export can’t do is save the question so it re-runs later, pull in columns from related records, or combine records across modules — that’s the job of Reports.

Grids versus Reports

A grid gives you a live, personal view of one list at a time — sorted, filtered, and laid out your way, with an export whenever you need the rows outside Lextree. That’s available on every plan, on every list page, with no setup required. Business and Enterprise Reports go further: they save the question itself so it re-runs on demand, pull columns from related records, and read across modules at once. On the Pro plan, a well-arranged grid and its export are your report — on Business and Enterprise, Reports pick up where a single list leaves off.