1. Quick Answer
You can filter parties by attributes (like compliance status), save views, and then export or schedule those reports directly from the Trust Layer toolbar.
2. Step-by-Step Instructions
1️⃣ Filter Your View
Navigate to Parties from the top toolbar.
Use the Filter option to narrow by attributes (e.g., compliant or non-compliant).
2️⃣ Save a View
After applying filters, click Save.
Name the view (e.g., "Non-Compliant").
Choose whether to make the view private or accessible to all workspace members.
3️⃣ Edit or Delete a View
Open saved views from the dropdown.
To modify, adjust filters and re-save under the same name or create a new view.
To remove, click Delete in the view options.
4️⃣ Export a View
Click the three ellipses (….) and select Export.
Choose CSV or Excel (XLS) format.
Customize by selecting only the columns you want (e.g., business names, compliance status).
Click Export via Email to receive the file.
5️⃣ Schedule a Report
Go to Scheduled Exports → Create New Schedule.
Customize filters and columns.
Give the report a name (e.g., "Weekly Non-Compliant").
Enter recipient emails (internal or external).
Set frequency (e.g., weekly, every Monday).
Click Save to activate the schedule.
3. Troubleshooting & FAQs
💡 Common Issue 1: I don’t see my saved view.
→ Solution: Check under the saved views dropdown. If deleted, you must recreate the filter and save again.
💡 Common Issue 2: My export email didn’t arrive.
→ Solution: Verify your email address and spam folder. Ensure you checked at least one column in the export settings.
💡 Common Issue 3: I need to change a scheduled report’s recipients.
→ Solution: Edit the scheduled export, update email addresses, and save the new schedule.
4. Additional Resources
📚 Related Articles:
How to Manage Party Compliance in Trust Layer
Setting Permissions for Shared Views
Best Practices for Scheduled Exports
💬 Still Need Help? Contact Trust Layer Support via in-app chat or email [email protected]