Manage data views

A view is a saved way of looking at a data object: which columns show, in what order, how the records are filtered and sorted, what each column totals, and any formula columns you've added. Every data object starts with a default view, and you can build as many more as you need. This page walks through each control on the grid and how to save your work as a view.

The record grid has two toolbar rows. The top row holds the object selector, the view selector, a gear that opens attribute settings, the archived toggle, Import / Export, and New Record. The second row holds the view controls you'll use most: Display, Sort, Filter, and Formula, with a save control that appears whenever you have unsaved changes.

Switch and manage views

The view selector sits near the top left and shows the current view's name. Click it to open the list.

Switch view: pick any view from the list. Use the Search views... box to find one by name.
Create a view: click Create new view at the bottom of the list, enter a View name, and click Create view.
Duplicate a view: open a view's ⋮ menu (Actions for [view]) and choose Duplicate view. This copies its columns, filters, sorting and aggregations into a new view, so you can branch off an existing setup. The default view can be duplicated even though it can't be renamed or deleted.
Rename a view: the same ⋮ menu offers Edit name for any view other than the default.
Delete a view: the ⋮ menu's Delete view removes it after a confirmation. Deleting a view never touches the underlying records.

The view selector open over the record grid, listing two views with the active one checked, above a Create new view button. — The view selector: switch between saved views, or create a new one.

Views are per data object. Each one remembers its own columns, filters, sorting and aggregations, so different views over the same object can look completely different.

Choose which columns to display

Click Display to manage columns. The panel opens on Manage view, a list of the columns currently shown.

Add a column: click Add column to open the attribute picker. Search with Search attributes..., then click an attribute to add it. Clicking a column that's already shown removes it.
Remove a column: open a column's ⋮ in the Manage view list and choose Remove column, or open a column header's menu in the grid and choose Hide from view.

The Display panel showing the Manage view list of columns, each with a drag handle, above an Add column button. — Display, on Manage view: the columns currently shown, each draggable, with Add column at the bottom.

The column picker can reach across relationships, so a view can display data that lives on a linked record.

In Add column, relationship attributes show a chevron on the right. Click one to drill into the related object.
A breadcrumb shows the path you've followed (source object then the relationship you stepped through); the back arrow returns you one level.
Pick any attribute of the related object to add it as a column. An As label option adds the related record's display label (its Reference Display) as the column value.

This lets you build, say, a Portfolio Positions view that shows each position's Sub-Fund details without leaving the grid.

The column picker drilled into a related Sub-Fund object, with an As label option and the related object's attributes listed. — Traversing a relationship: pick an attribute of the linked object, or its label, to show as a column.

Reorder columns

Three ways to change column order, whichever feels natural:

Drag a column header left or right in the grid.
Drag the grip handle on a row in the Display → Manage view list.
Use a column header's menu and choose Move to left or Move to right.

The system id column stays pinned to the left and can't be moved.

Filter

Click Filter on the grid.
Pick the attribute to filter on.
Choose a condition and enter a value.

The available conditions depend on the attribute type. Text offers contains, not contains, starts with, ends with, is, is not, empty and not empty. Numbers offer equals, greater than, less than and the related comparisons. Dates offer before, after and between. Relationship fields offer includes and not includes. Add more conditions with the + control.

A simple filter on the Date attribute with the is condition and a calendar open to pick the value. — A simple filter: pick an attribute, a condition, and a value.

Advanced filters

For anything beyond a flat list of conditions, turn on the Advanced filter switch at the bottom of the filter panel. The Filter button then shows an advanced badge, and the builder gives you full boolean logic:

Each condition sits under a logic label. The first row reads Where, and every following row toggles between And and Or.
Add filter adds another condition; Add group starts a nested group with its own logic, so you can express things like (status is Open And amount greater than 1000) Or priority is High. Conditions can also reach across relationships, for example Instrument > Currency is EUR.
Remove a nested group with Delete group, and reset everything with Clear all filters.

Turn the Advanced switch off to collapse back to the simple filter.

The advanced filter builder with a Where row and two Or rows, one of them filtering on Instrument > Currency, plus Add filter and Add group. — The advanced builder: Where / And / Or logic, nested groups, and filters across relationships.

Sort

Click Sort on the grid.
Choose an attribute and set the direction to ascending or descending.
Click Add sort to add another level.
Drag the rows to change which sort applies first.

The button label updates to Sorted by with the leading attribute, so the active order is always visible.

The Sort panel with two sort levels, Date and Quotation Date, both ascending, each with a drag handle, above an Add sort button. — Sort by several attributes at once, and drag to set which one applies first.

Total a column with an aggregation

Any column can show an aggregate in the totals row pinned at the bottom of the grid.

Open a column header's menu and choose Calculate.
Pick an aggregation. Number and formula columns offer Sum, Average, Min, Max, Count Filled, Count Empty, and Count Distinct. Other column types offer the three Count options only.
The result appears in the bottom totals row, with a short suffix naming the metric. Choose None to clear it.

Aggregations are part of the view, so save the view to keep them.

A column header menu with a Calculate submenu open, listing None, Count Filled, Count Empty, Count Distinct, Sum, Average, Min and Max. — The column header menu: Calculate offers Sum, Average, Min, Max and the Count options.

Add a formula column

The Formula button adds a computed column to the current view without changing the object's stored attributes.

Click Formula on the grid.
Enter a Column name.
Write the expression in the editor. The help icon lists the available functions, and the hint shows the shape, for example SUM(col_1, col_2). Column names autocomplete as you type.
Click Apply to add the column.

The new column is computed for every row and is read-only. It lives in the view, so save the view to keep it. If you instead want a permanent formula stored on the object itself, create a Formula attribute from Manage; see Attribute types.

The Formula popover with a Column name of Average Cost Value and the expression Average Cost Price times Quantity, with a column autocomplete and an Apply button. — Add a formula column: name it, write the expression with autocomplete, and Apply.

Archive, restore and delete records in bulk

Select records with the checkboxes at the left of the grid. The header checkbox selects everything loaded, and if more rows match your filters a prompt offers Select all N matching your filters. While records are selected, a bar shows N selected with actions on the right:

Archive hides the records from active views without deleting them.
Delete removes them permanently, after a dialog that previews the impact (including how many related records are detached or also deleted). See Add, edit & import records for the detail.

The selection bar reading 100 selected with a Select all 276 matching your filters link, above rows with their checkboxes ticked. — Select records to act on them in bulk, or select every record that matches your filters.

See and restore archived records

Archived records are hidden by default. To work with them, click the archive icon in the top toolbar to toggle Show archived. Archived rows appear read-only and greyed. Select the ones you want and click Restore to bring them back into active views, then toggle Hide archived to return to the normal grid.

Export the view as a CSV

The same Import / Export button that imports data also exports it. Click Import / Export, stay on the Export tab, and click Export. The file downloads as a CSV named with the date and time of the export, for example export_20260812T093000.csv.

Export uses the current view, so the file matches what's on screen: the active filters decide which records are included, the sort sets the row order, and the visible columns decide which attributes are written out. Adjust those first to shape the file. Export writes the first 10K records that match; if the object is larger, narrow it with filters and export in batches.

Save your work as a view

Changing columns, filters, sorting, aggregations or formulas marks the view as edited, and a save control appears on the toolbar:

Click the save icon to update the current view in place.
Open its dropdown for Save as a new view (keep the current view and store a copy) or Discard changes (drop your edits and return to the saved state).

Saving the default view prompts you to create a new view instead, so the default stays clean. In the Create new view dialog, enter a View name and click Create view.

The save control's dropdown open, showing Save as a new view and Discard changes. — The save control: update the view in place, save a copy, or discard your changes.

The grid toolbar