Introduction
Grid views in Ledgy let you organise and display data in a way that suits your workflow. You can customise the columns shown, group data by specific fields, apply filters, and sort entries — then save these configurations as custom views for quick access. This article explains how to create, manage, and delete custom grid views.
What's changed? The Columns and Filters controls have moved to the toolbar at the top of every table, next to Export and search. They now open as a side panel with its own title and close button. The view button now says Save view and opens a menu with all your saving options.
Accessing grid views
Grid views are available across several areas of Ledgy where data is displayed in a table format, such as the Cap table, Transactions, Stakeholders, and Plans pages.
At the top of any grid, you'll see a view selector that lets you switch between the default (preset) view and any custom views you've previously saved.
The grid toolbar
All the controls for customising a grid sit in the toolbar at the top of the table:
Left side — the Save view, Revert and Delete view buttons. These only appear when they are relevant (for example, Save view appears once you have made changes to the grid).
Right side — the Filters icon, the Columns icon, the Export button and search.
Hover over any icon to see a tooltip with its name.
Customising the grid
Before saving a custom view, you can adjust the grid layout to display exactly the data you need.
Adding and removing columns
Click the Columns icon in the toolbar at the top right of the table.
A Columns panel will open on the right-hand side, listing all available columns.
Tick the checkbox next to a column name to add it to the grid, or untick it to remove it.
You can also drag columns in the grid header to reorder them.
To close the panel, click the X in the panel header or click the Columns icon again.
Grouping data
To group data on the grid, you first need to ensure the property you want to group by is enabled as a visible column. Once the column is visible in the grid, you can group the data by dragging and dropping the column header to the grouping area at the top of the grid.
Make sure the property you want to group by is added as a column in the grid (see Adding and removing columns above).
Drag the column header and drop it into the grouping area at the top of the grid (labelled Drag here to set row groups).
The grid will reorganise into collapsible groups based on the values in that column.
You can expand or collapse each group to show or hide the data within it.
To add multiple groupings, drag additional column headers into the grouping area. The data will be grouped hierarchically — first by the first column, then by the second, and so on.
To remove a grouping, drag the column header back out of the grouping area or click the remove icon next to the grouped column name.
Sorting data
Click on a column header to sort the grid by that column.
Click again to toggle between ascending and descending order.
A sort indicator will appear on the column header showing the current sort direction.
Filtering data
Click the Filters icon in the toolbar at the top right of the table.
A Filters panel will open on the right-hand side, listing every field you can filter by. Use the search box at the top of the panel to find a field quickly.
Click a field to expand it, then choose a condition (e.g., equals, contains, does not contain, greater than) and enter the value.
You can add multiple filters to narrow down results further.
To close the panel, click the X in the panel header or click the Filters icon again.
When at least one filter is applied, the Filters icon is highlighted with a purple tile and a small dot, so you can see at a glance that the grid is filtered — even when the panel is closed.
Filtering by date columns
Date column filters offer a Filter type dropdown with three options:
Range — filter by a specific date range (this is the default). Select a start date, end date, or both to show records within that period.
Is empty — shows only records where the date field is blank. This is useful for identifying incomplete data, such as grants without a signing date.
Is not empty — shows only records where the date field has a value filled in.
This works on all date columns across every grid view in the app. For example, you could filter a grants table to show only grants with no signing date, making it easy to follow up with the relevant stakeholders without needing to export data.
Filter conditions
The available filter conditions depend on the column type. Common conditions include:
Contains — shows records where the field includes the specified text.
Does not contain — shows records where the field does not include the specified text. This is useful for excluding specific entries, such as filtering out grants with a particular plan name or stakeholders from a specific group.
Equals / Does not equal — matches (or excludes) exact values.
Greater than / Less than — for numeric and date columns.
Is empty / Is not empty — for identifying records with missing or filled values (see Filtering by date columns above for date-specific usage).
Saving a custom view
Once you've customised the grid to your liking, you can save it as a custom view for quick access later. As soon as you make a change (adding columns, applying filters, grouping or sorting), a Save view button and a Revert icon appear on the left of the toolbar.
Save view — opens a menu with your saving options (see below).
Revert (circular arrows icon) — discards all unsaved changes and returns the grid to the last saved state of the current view. The same action is also available as Revert changes inside the Save view menu.
From a default (preset) view
Make your desired changes to the grid (columns, filters, grouping, sorting).
Click Save view and select Save as new view.
Enter a name for your view in the dialog that appears.
Click Create to save.
From an existing custom view
When you're viewing a custom view and make changes to it, the Save view menu offers the following options:
Save as new view — saves the changes as a separate new view.
Update "[view name]" — overwrites the current custom view with your changes.
Revert changes — discards all changes and returns to the last saved state of the custom view.
Delete view — permanently deletes the custom view (see Deleting a custom view below).
To update the existing view:
Make your desired changes to the grid.
Click Save view and select Update "[view name]" to overwrite the current custom view with the new configuration.
To save as a different view:
Make your desired changes to the grid.
Click Save view and select Save as new view to create a separate custom view instead.
Note: The Update "[view name]" and Delete view options are only available if you are the creator of the view or have an owner role.
Deleting a custom view
You can delete any custom view that you have created or, if you have an owner role, any custom view in the company.
Select the custom view you'd like to delete from the view selector.
Click the Delete view icon (bin icon) on the left of the toolbar. If you have unsaved changes, you can also click Save view and select Delete view.
A confirmation dialog will appear — click Delete view to confirm.
The view will be permanently removed and the grid will revert to the default view.
Note: Default (preset) views cannot be deleted. The Delete view option only appears when viewing a saved custom view.
Switch between views
Switching between custom views is easy when you have built multiple views for several use cases and different stakeholders. Click the drop-down button and navigate between the pre-created or custom views.
Exporting custom views
You can download and share your custom views/reports with others by clicking the Export button in the toolbar at the top right of the table, then choosing your format from the export menu.
You can export your cap table (Ownership > Cap Table) as an Excel or PDF file. See full guide on exporting here.
Tips
Can't find where to add a column or filter? Look for the Columns and Filters icons in the toolbar at the top right of the table, next to Export.
Custom views are a great way to set up frequently used layouts — for example, a filtered view showing only active grants, or a grouped view organised by stakeholder type.
Use the Is empty date filter to quickly identify records with missing dates — such as grants without a signing date — so you can follow up without needing to export data.
Company views are shared with all collaborators, so any changes you save will be visible to your team.
If you want to experiment with a layout without affecting a saved view, make your changes and simply click Revert to go back.
If you have any questions or specific requirements, please email [email protected].