How do I search, filter and export on any list screen?

Every list screen in the system is built on the same pattern: search, filters, a table, pagination and an export button. Learn the shape once and you know every other screen.

Steps

1. Open any list screen — Contacts for example — image 1.
2. Type part of a name or number into the search box and press Search.
3. Use the dropdowns to narrow the results (country, role, and any custom fields you added), then press Apply filters.
4. Below the table the result count and page numbers appear: showing 1 to 10 of 521 results.
5. Press Export Excel to download what you are looking at now — filtered, not the whole list — then open it in Excel and work on it freely.
6. Report-like screens also carry a Print button, and some have a Columns button to show or hide table columns — image 2.

Notes

• The export follows the filters: filter first, then export, and you get a small file with only what you want.
• Do not type a long word into the search; part of a word is usually enough and returns more.
• If a result comes back empty, check for filters left over from an earlier search before concluding the record does not exist.
• A user restricted to a branch sees only their branch's data on these screens, so a different count from a colleague's may be the branch rather than the filter.