Grids within Buildertrend are very customizable. This article covers the proper steps to take to ensure you have the desired information and layout for your grids.

Creating a Custom Grid View

To create a custom grid view, click on the Grid Settings cogwheel in the top right corner of your grid.

This will open up your Grid Settings, where you will have two options for creating a new custom grid view.

Creating a New Grid View Using the Current View

Update Current View: Click in the Columns box within Update Current View to show a dropdown that will allow you to add new columns or remove any current columns.


👍 Pro Tip

Once you click in the Columns box, you can type in a keyword to quickly find the columns you are looking for.


You can also quickly remove columns by clicking on the "x" next to any current column of information.

Once you have removed and/or added the columns you prefer, click on Apply View.


📄 Note

Once changes have been made, the Update Current View box and Apply View button will turn from gray to blue.


Clicking on Apply View will apply the changes and take you back to the grid view. There will now be a callout that the "Current view has unsaved changes," and it will give you additional options to Add New Saved View or Reset View.

To save the custom grid view you have created, click on Add New Saved View. This will bring up your Grid Settings, where you will add a Label (Title) for your new custom grid view. You can also make the grid private by checking Mark as private, and you can set the grid as your default grid by checking Set as default.

  • Mark as private makes the custom grid only viewable by the user who created it. If the grid isn't marked as private, then all users with access can utilize the grid.

  • Set as default makes the custom grid the default grid for the user who checks that box. This ensures that every time the user clicks into this particular feature, this grid will automatically be applied. It will not make it the default grid for all users. However, each user has the option to make this grid their default.

Click Add to save and add the custom grid to Your Saved Views.

Creating a New Grid View From Scratch

Add New Saved View: Click on Add New Saved View to build a custom grid view from scratch.

Give it a Label (Title). Click in the Columns box to add additional grid columns from the dropdown. Check Mark as private and/or Set as default and then click Add.

This will save the custom grid to Your Saved Views.

Other Ways to Customize Your Grid

After creating a custom grid, you have additional options to customize that grid's view and how information is displayed. These additional options are:

  • Adjusting the width of each column.

  • Moving the order of the columns.

  • Pinning columns to freeze them in place.

  • Sorting columns.

Adjusting the width of each column: Hover your mouse over the right side of a column header. A blue bar will appear and allow you to adjust the column width. Once you have made your adjustments to your custom grid, click on the floppy disk (save icon) to lock in your changes.

Moving the order of the columns: Hover your mouse over a column header, and then click and hold to drag the column to the position you want it. Release your mouse and click on the floppy disk (save icon) to lock in your changes.

Pin columns to freeze them in place: Hover your mouse over a column header to reveal the thumbtack icon in the top right corner of the column header. Click this icon to freeze a column. This allows the column to stay in place while you scroll left or right in your grid. You can freeze as many columns as you would like. Click on the floppy disk (save icon) to lock in your changes.

Sort columns: Hover your mouse over a column header to reveal the up and down arrows. Click on the up arrow to sort your column in ascending order, or click on the down arrow to sort your column in descending order. Once finished, click on the floppy disk (save icon) to lock in your changes.

Selecting Saved Grids

You can create and save as many custom grid views as you need. These custom grids can be selected using the dropdown that lives on the left-hand side above your grid. Once clicked, you can choose from the dropdown or type in the box to perform a keyword search.

Managing Saved Grids

To manage your custom grids, select the cogwheel in the top right corner of your grid.

Within this Grid Settings modal, you will see Your Saved Views and Shared Saved Views.

You will also have several options in this modal. You can:

  • Add a new saved view from scratch (Add New Saved View).

  • Edit a current view (Pencil icon).

  • Delete a view (Trash Can icon).

  • Set a view as your default view or duplicate a saved view (More Actions ellipsis).

Export Your Custom Grid to Excel

You have the ability to export your custom grid view to Excel, and all grid content will be exported. To export to Excel, click the export icon next to your Grid Settings cogwheel.


👍 Pro Tip

If you have Custom Fields created in a specific section, you can utilize those when editing and saving custom grid views.


📚 What's Next?

Understand how to set up and save Filters

Learn how to use Tags

Create Custom Fields for custom reporting

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