How do you customize how records are displayed in the ABRA Flexi web application? You can sort records, change the column order, and apply filters. You can then save your changes to a view, which remembers the complete list configuration. The article Working with views describes views in detail.

To change the sort order of records in an open list, click the name of the column you want to sort by. The first click sorts the records in ascending order, the second in descending order. The arrow next to the column name shows which column the list is sorted by.

You change the column order by dragging: grab the column by its name with the left mouse button and drag it to the desired position.

Above the list, you will find filters for the most commonly used fields. Click a filter to select the values you want to display (or hide them by choosing is not), then confirm with the Apply button. The filter options adapt to the field type: for dates, they offer preset periods; for text, conditions such as contains or starts with; for numbers, mathematical operators.

To add another filter, click the + Filter button. Select the field you want to filter by, or simply type a prompt for the AI.

With the AI Filter button, you can enter a filter as a plain sentence, for example "unpaid overdue invoices over CZK 1,000", and the system builds the conditions from it. For details, see the article AI filtering.

As soon as you change the sorting, filters, or columns in a list, the You have unsaved changes notification appears. In the view menu (at the top left above the list, for example Default), you can then save the changes to the current view, save them as a new view, or discard them.

A view remembers the columns, their order and sorting, the filters, and the summary panel. You can then easily switch between saved views without having to set up the same filters again.

You can keep a view private or share it with all users or with selected users. You can find the procedure in the article Working with views. When switching to the new interface, your previously saved filters and column settings were converted into views, as described in the article Converting the original settings.

Document modules have a default filter based on date, for example the Issued: this period filter for issued invoices. As a result, the list shows documents from the current accounting period when you open it.

If you change or remove the default filter and want to return to it, use the Discard changes option in the view menu, or alternatively Restore system settings.