Using the Landing Page Toolbar

Each landing page has a toolbar located at the top right of the screen. From this toolbar, users can create master agreements, contracts, and lease components, filter the list objects, change the landing page view, and more.

The following table describes the options available in the landing page toolbar:

Toolbar Option	Description
	Click here to open the and close the filter panel to narrow down the listed objects on the landing page. Expand the individual fields to select which values that you would like to display on the page. The applied filters appear at the top of the landing page. Click Reset All to clear these filt
Mass Actions	Applies mass actions (such as Export to Excel) on the objects currently selected on the landing page. To view the exported data, you can click to download the file, or go to the Export page. To copy the selected objects (up to 10), click . For contracts and lease components, you have the option of copying the new objects under the same parent master agreement or contract, or selecting a new parent.
Create	Click here to create master agreements, contracts, and lease components.
	Click here to export all of the records on the landing page into an Excel, CSV, PDF, or JSON file. The file can be viewed on the Reports page. You also have the option to schedule the export to run at a later time. To schedule the export: Click Schedule. Set the date range using the Scheduled From and Scheduled To fields. Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below. Click Schedule.
	Click here to select which table fields appear in the landing page. Table fields remain selected after navigating away from the landing page. To reset the table fields to the default configuration, click and reload the page. You can also add additional columns by clicking Add Column.

See also:

About Dashboards.