When working on a matter with a large number of titles it can be very tedious to get all the information you need into a format that's easy to share. This can be made harder by deadlines set by clients. At Orbital Witness we've expedited the process by enabling you to collate, review and export title information for a matter faster and more easily.
When working on a matter simply select the Analysis page from the left-hand navigation bar to see a tabular summary of information for the titles in your matter. You can search, filter, sort and group the data to get to the information you need. Columns can be added, removed, or reordered, and the view exported into Excel, to create a custom spreadsheet for your client.
Where does the information come from?
All titles added to your matter are included.
Titles that you've ordered the register for will display detailed information extracted from the register - click "Order unpurchased titles" to get all registers.
Titles that you haven't ordered will only show basic information about tenure, address and ownership which come from other data sets (more information).
How can I customise the view?
The table provides several ways for you to customise the information. You can:
Select a ready-made template.
Hide or add columns in "Edit columns", this is a pre-defined list of properties from the register that we have extracted;
Change the ordering and width of the columns, including fixing columns to the left so that they remain visible as you scroll;
Sort the table by one or more columns by clicking on the column header;
Filter the table to show only the rows that match particular criteria, open the filter bar for each column by clicking "Filter" - e.g. perhaps you only want to see the leasehold titles owned by a particular proprietor;
Group rows together that share something in common by right clicking on a column header - e.g. you might want to see the titles grouped by owner, or by postcode;
Power search for keywords across the entirety of multiple registers, or order all register entries by date, using our "All register entries" template" (more information here).
More detailed information on all of the above can be found in the "Customising the view" section below.
How do I export the data from the table?
You can export your Analysis View as many times as you want without incurring any extra Land Registry charges. The export will simply use the existing data in your matter.
To export the table to a spreadsheet simply click the Export to Excel button at the top-right of the screen.
The export feature keeps the same column order, sort order, and grouping, and excludes any rows you've filtered out so that the resulting spreadsheet is exactly the same data as you see in the table.
Customising the view
How do I change the order of the columns?
To move a column simply click on a column heading to drag it and drop it into the position you want. As you drag the column you will notice the other columns shift right or left - wait for this to happen before you drop the column into the new position.
To fix a column to the left, right-click at the top of the column you want to fix. This will bring up a menu - simply select Move to left section. You can also drag and drop.
To move a fixed column back to the right hand side, simply right-click the column heading and select Move to right section. The column will move to the furthest righthand side of the table. You can also drag and drop.
How do I hide or add columns? And what data is available?
There are currently over 30 data items that you can display about a title. Not all of them are visible in the default view when you first come into Analysis mode.
To see which columns are available simply click the Edit Columns button on the right-hand side. You will need to scroll to see the full list of available columns.
To add or hide columns to the table simply select or deselect the checkboxes of the columns you want to appear in your table.
Please let us know if there's a column missing that you'd like to see in the table. We're working on adding more columns very soon and we'd love to know what else you want to see here.
How do I sort the table?
To sort the table by a single column:
Simply click the column heading once.
Click again to sort in the opposite direction.
To sort the table by multiple columns:
Click the column heading of the first column you want to sort by.
Right-click the second column you want to sort by and use the Multi-sort menu option.
You can multiple sorting columns this way.
How do I filter the table?
Filtering the table is useful if there are titles that you want to exclude from the table but keep in your matter. Every column has a filter option. You can combine filters to create a view that exactly matches the criteria you are interested in.
To add a filter to a column:
Select the Filter (funnel icon) to view options.
Under a column heading select or enter the value(s) you want to filter by. There are three types of filters: text, dates and numbers.
To remove or clear a filter after you've set it, click on the filter icon in the column heading and then click the X to remove the filter. Click the Filter icon to hide options.
Pro Tips:
If you want to filter out the blank/empty rows on a particular column (e.g. to show only rows with a non-blank lease term) then enter a dash '-' into the filter and press Enter.
How do I group rows in the table?
Grouping the data in the table can be a great way to get a good understanding of the titles in your matter based on information they have in common. For example you might want group by owner, by tenure, by region or by postcode.
Once you have created groups you can collapse and expand the rows in order to focus on the information you're interested in, as shown below.
To group the data in your table:
Right-click on the column heading of the column you want to group by and select either Group ascending or Group descending depending on how you want the groups ordered in the table.
To remove the grouping, right-click on any column heading and select Stop grouping.
How can I find information in the table?
Use the search bar in the top-right to search for key terms of your choice.
Use the left and right arrows next to the search bar to navigate between the matching cells.
How can I find information across all registers, not included as a column?
You can power search for keywords across the entirety of multiple registers, or order all register entries by date, using our "All register entries" template" (more information here).