List Layout Pages

Some pages list multiple records of the same type at the top of the page, where you can select a record from the list and view its details in the pane below.

Pictured below is the Contract > Payment Info > Recurring Expenses page.

Here is an example of a list layout on the Contract > Payment Info > Recurring Expenses page. The Contract Expense Setup List is boxed in orange, to make it more visible.

You can change the number of records displayed in a list layout by entering the number you want to see in the Rows per Page at the bottom-right corner of the list layout. Additionally, you can also click Show All toggle to display all records in the list. By default, list layouts display six records at a time.

Your preference is remembered by Lucernex. However, each list has its own individual setting so that you can customize how many records you want to view on any given page.

Export List Layout Grids and Global Page Lists to Excel

You can export the contents of list layout grids and global page lists to Excel. A useful application of this feature is to expand on the user’s abilities to retrieve auditing data from Lucernex.

This feature differs from the Import Data feature in three ways:

1. This feature applies to a wider range of lists, such as the Audit Report and schedule templates.

2. The spreadsheets generated by this feature cannot be re-imported.

3. The spreadsheets generated by this feature cannot be scheduled as a scheduled report.

To export the contents of a list, click Excel button to the right of the Search field.