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The list pages — submissions, quotes, policies, exposures, and events — share one set of table tools: column editing, filters, saved views, and export. They’re documented once here.

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Editing columns

Every list page has an Edit Columns button that opens the column manager:
The Edit Columns dialog showing a Saved Views dropdown, two lists titled Visible Columns and Available Columns with column counts, a Search columns box, and Save, Cancel, and Reset to Defaults buttons.

Edit Columns — visible columns on the left, available columns on the right, with the Saved Views dropdown on top.

  • Two lists — Visible Columns and Available Columns — with a live count of each. Click or drag columns between lists to show or hide them. Drag within the visible list to reorder.
  • Search columns… filters the available list; available columns are sorted alphabetically and include every configured field plus system columns like Created, Last Updated, and Created By.
  • Save applies your arrangement; Cancel discards it; Reset to Defaults returns to the page’s standard columns.
On the table itself, drag column edges to resize and click a header to sort.

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Filters

Add Filters opens the filter picker: choose a field on the left (visible columns are listed first; Search fields finds the rest), set the condition on the right, and Apply. Each active filter becomes a pill above the table — click a pill to edit it, or its X to remove it.
A list page with the Add Filters popover open showing a Filter by field list with a Search fields box on the left and operator radio buttons with a value input and an Apply button on the right, plus filter pills above the table.

The filter picker — pick a field, choose an operator, Apply; active filters become editable pills.

The conditions offered follow the field’s type: Filters (along with the sort and page) live in the page’s URL — so the filtered list you’re looking at can be shared as a link, and an export can carry the same filters.

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Saved views

On the five entity list pages, your column arrangement can be saved as a view. Views are managed from the Saved Views dropdown at the top of the Edit Columns dialog. A view captures the columns: which are visible, their order, their widths, and the page size. Filters and sort are not part of a view — they stay in the URL, so one view works with any filters.
  • Save current columns as view… — name the arrangement (Save view → View name → Save).
  • Switching — pick any view from the dropdown; Default view is the system-standard arrangement. While one of your saved views is active, column changes you make are saved into it automatically — there’s no separate “update” step.
  • Rename view… and Delete view — on views you own. Deleting an active view returns you to the default arrangement.

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Sharing views

A view starts private to you. On a view you own, Share with company makes it visible to everyone at your company (grouped under Shared with me, labeled with the owner’s name); Make private takes it back. Only the owner can change a shared view — everyone else can apply it, or choose Save as my own copy… to clone it (pre-named “Copy of «name»”) and tailor the copy.

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Default views

Set as my default makes a view you own load automatically when you open that list page; Reset to default view clears it. Defaults are personal — sharing a view never changes what anyone else sees by default.

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Exporting a list

Each entity list page has an export button at the top right — Export Policies, Export Quotes, Export Submissions, Export Exposures, Export Events — which opens the export page for that list, carrying over your current filters and sort.
The Export Policies page with an Export Settings card asking What would you like to export with All and matching-your-search radio options, an Export Fields card with draggable selected-field chips and an Add Fields to Export section with a Search Fields box, an Export Preset dropdown, and an Export Policies split button offering Export to Google Drive, Download Excel (.xlsx), and Download CSV.

The export page — choose what to export, pick and order the fields, then export to your destination.

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Choose what to export

Under Export Settings — What would you like to export? — pick All records, or only the records matching your search (the filters you had on the list). Policy and event exports also ask for a View as of date, so each record is exported as of that date (financial fields included).
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Pick and order the fields

The Export Fields card controls the columns of the export — independent of the list’s visible columns. Reorder Fields for Export shows the selected fields as chips (drag and drop to change exported column order; remove any except the required ID and name fields), and Add Fields to Export offers the other columns your company has set up for this export, with a Search Fields box. Or start from a saved export preset.
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Export to a destination

The export button offers three destinations: Export to Google Drive, Download Excel (.xlsx), and Download CSV. While it runs, the button shows progress (Exporting…); downloads are named with the date, your company, and the entity (e.g. an …Policies Export file).

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Exporting to Google Drive

The first Drive export asks you to sign in to Google and grant access (only to files the app creates); a pop-up blocker can block this — allow pop-ups and try again. Then pick a destination folder in the Google Drive picker, and the export is written there as a Google Sheets spreadsheet. When it finishes, a confirmation appears with an Open spreadsheet link straight to the new sheet.

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Export presets

An export preset is a saved field selection for the export page — the export-side sibling of saved views. The Export Preset dropdown at the top of the Export Fields card starts on Default fields; the menu next to it manages presets:
  • Save current fields as preset… — name and save the current selection.
  • Update preset with current fields — overwrite a preset you own with what’s currently selected (presets don’t auto-save, unlike views).
  • Rename preset… / Delete preset — on presets you own.
  • Set as my default / Reset to default — make a preset load automatically on this export page.
  • Share with company / Make private — shared presets appear for everyone under Shared with me, read-only; others can apply one or Save as my own copy… to clone it.

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Other exports

A few exports have their own purpose-built surfaces and are documented with their features:
  • Bordereau export — the policies list also has an Export Bordereau button: the same field/preset/destination machinery, scoped by a reporting date range. See Policies.
  • Financial exports — the Financials tables (transactions, loss & operating report, reserves) have one-click Export buttons that export exactly the rows on screen, honoring the page’s filters, to the same three destinations. See Reference frames for how each exported figure gets its sign.
  • Rating run logs — exportable from the admin area; see Rating run logs.
The Directory list pages support column editing and filtering, but not saved views or export. Data in the Directory is available through the API if you need it outside the app.