How-to: Filter & Manage Columns

1.0 Objective

This guide will show you how to filter your agreements and modify the columns in your view.

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 Instructions
  • 5.1 Quick Search
  • 4.1 - Filter Data
  • 4.2 - Export
  • 4.3 - Add/Remove Columns
  • 4.4 - Pin Columns

3.0 Intended Audience

Any Publisher or Company Admin of Agreement Express.

4.0 Prerequisites

• Publisher access and above

5.0 Instructions

5.1 Quick Search

Follow these steps to perform a free-text search for your Agreements.

1. Navigate to the Quick Search bar at the top right of the screen.

   

2. Begin typing your search criteria. The Quick Search feature will automatically search across all fields in the grid.

3. As you start typing, the grid will automatically update with your results.

4.1 - Filter Data

Follow these steps to filter the data in the Workspace.

1. Hover over a column to reveal the column's Menu button.

   

2. Click the Funnel icon

   

3. Enter filter criteria

   

4. Click out of the menu panel or Enter on your keyboard

5. The data in the Grid is now filtered by the criteria provided

4.2 - Export

Follow these steps to export the data in your view in Workspace to CSV or Excel.

1. Click the three dot menu in the top right of the screen

   

2. Select Export CSV or Export Excel

   

3. Once the download is complete a file should now be available on your computer containing all data from your filter results (ie, export_<Company Name>_DD_MM_YYYY.xlsx)
   
   Note: As of the 22.08 release (June 2022),
   - All filtered data results are automatically included in the export - scrolling is no longer required!
   - The Export functionality has moved from a right click in the grid to the three dot menu described above.
   

4.3 - Add/Remove Columns

Follow these steps to add or remove columns from your view.

1. Hover over a column to reveal the column's Menu button. Click it to open the Column Menu.

   

2. Click the Waffle icon to display a list of all columns (field properties) available

   

3. Check/uncheck columns as desired
   Additional tips:

   1. You can search for columns using the search bar within the menu

   2. Show or hide columns all by clicking the checkbox at the top of the menu beside the Search bar

   3. Looking for a data field that isn’t in this list? Contact a member of the Agreement Express team to add it!

4.4 - Pin Columns

Follow these steps to pin a column to your view.

1. Hover over a column to reveal the column's Menu button.

   

2. Click the first tab within the Menu

   

3. Navigate to Pin Column

   

4. Select your desired pin style