Right-Click & Export CSV Menus
Neos includes two grid interaction features for working with and sharing grid data: the Right-Click Menu and the Export CSV option.
The right-click menu is available on select grids and provides options to copy cell content (with or without column headers), paste copied text, and export the full grid to a CSV or Excel file.
The Export CSV option, available in additional select grids, allows you to quickly download grid content as a .csv file, including any rows loaded through scrolling and filtering at the time of export.
Right-click
The right-click menu is available on select grids, allowing content to be copied, including headers, pasted, and exported to a desired file format.
The right-click menu is available in the following grids, except where noted:
Checklist Summary
Party Tab List View
Companion Cases Tab
Case Checklist Tab
Insurance Tab List View
Negotiation Tab List View
Police Tab List View
User Tab List/Entry 1-5 List View
Dashboards List View
Reports List View
Settings – Excludes the following:
• Dynamic Layouts
• Firm Preferences
• AI Tags
• AI Prompts
• Layout Manager
• Intake Layout Manager
• Dynamic Editor
• Intake Settings
• Automations
• Integrations
• Case Tab Migration
To access the right-click menu of a grid:
Navigate to the grid you wish to copy.
Move your cursor to the grid content (not the column headings) and right-click on the information you wish to copy.
The right-click menu will display with the following options:
Copy – Copy the selected cell information. For example, if your mouse is hovered over the Due Date of 07/31/2020, only that date will display when pasted elsewhere.
Copy with Headers – Copy the selected cell information with the column heading of that row. For example, "Due Date" <line break> 07/31/2020.
Paste – Paste the copied text to the desired location, such as in a Filter row.
Export – Export the full grid content, including column headings into a CSV or Excel file format. The file will be exported and display on the top of your browser window. Click to open the file in the selected format.
Export CSV
The Export CSV menu is available in select grids and exports grid content as a .csv file. When filters are applied and rows have been loaded from scrolling, the export will include all rows loaded up to that point.
The Export CSV option is available in the following grids:
Case > Value Tab grid
Browse Cases grid
Browse Documents grid
Browse Intakes grid
Case/Intake > Documents grid (All Files and by Document Type)
Case/Intake > Activity Feed Grid view
Case/Intake > Notes Tab grids (All Notes, and Type [General, Email, Phone Calls, Text Messages, Value, NeosAI Chat, and Postage])
To export grid content as a CSV file:
Navigate to one of the supported grids listed above.
Apply any desired filters to the grid. Scroll through the results to load the rows you wish to include in the export.
Right-click within a row in the grid.
Select Export CSV from the right-click menu. The .csv file will download to your browser.
NOTE: The export will include only the rows that have been loaded through infinite scroll at the time of export. If filters are applied, scroll through all desired results before selecting Export CSV to ensure all intended rows are included.
Export Options Menu
The following areas have an expanded Export menu, allowing both CSV and PDF options:
Negotiation List View
Value Tab > Transactions section
Value Tab > Notes section
Police Tab List View
Companion Cases Tab
User Defined List Tabs
Staff Profiles > Time & Billing Tab > Exception Rates grid
My Dashboards > Appointments widget grid
Companion Cases Tab > Add Group grid
Select Case Type grid
Select Provider
Checklist Tab > Add Item & Add Auxiliary Checklist grid
User Defined Layouts > Copy Layout
Import from CSV > Mapping profile, Validation results, Duplicates grid, Error report grid.