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This article contains information relating to features available in Actionstep's Express and Practice Pro + Accounting products.
In this article, you will learn about 'List Views' and how to navigate between them in Actionstep.
Overview
'List Views' form an essential part of the Actionstep user interface and can be found wherever a large amount of information needs to be displayed. Lists are useful for sorting, searching, and filtering the data to help you find what you're looking for.
You can export the lists to spreadsheets for even more detailed analysis if required.
Below is an example of a default list view available within the system, which you can find by navigating to:
Matters -> Matters List
Filters
You can filter the list by clicking on the 'Filter' button highlighted in red on the left side of the screenshot above. You will be able to filter the list based on any of the columns that define it. To learn more about filters, please see Filters.
You can also download a copy of the list in spreadsheet format by clicking on the 'Export' button highlighted in red on the right side of the screenshot above.
Sometimes, you may find that your list view suddenly displays no results when you navigate to it. When this happens, try clearing your filters.