Saving, Sharing, And/Or Formatting A Detail View

It can be helpful to save views that you have created to easily display certain data in a format that is most useful to you.

The filtering and sorting tools in the Detail View enable you to format the information to create your own custom views for different purposes.

You can save each view with a name that makes sense to you, so that you can quickly and easily access the views you need most often.

Saving and Sharing a Detail View

 It can be helpful to save views that you have created to easily display certain data in a format that is most useful to you.

  1. After you create a view that you want to use on a regular basis, click Save Current View in the upper left corner of the screen.
  2.  Enter a name for your view.
  3. Indicate whether or not this should be your default view.
  4. Super Admin has the option to click shared? and select the appropriate administrator(s).
  5. Click on the Views drop-down list in the upper right hand corner of the screen to see and select any of your saved views.  You can save multiple customized views.

(HINT:  Refer to the tips in "Format Detail View" below to help create a new view.)

Format Detail View

The filtering and sorting tools in the Detail View enable you to format the information to create your own custom views for different purposes. You can save each view with a name that makes sense to you, so that you can quickly and easily access the views that you need most often.

Use these steps:

Filter:

  • Click on the down arrow that appears when you move your cursor over any column heading.
  • Select Filters, then click on the box next to any category of information that you would like to view.
  • Click anywhere outside the filter box to close it.
  • This filters the view to display only the elements/forms that correspond with the filters that you have selected. The yellow highlighting in the column heading shows that there is an active filter for that column.

Sort:

  • Click on the down arrow that appears when you move your cursor over any column heading.
  • Select Sort Ascending or Sort Descending.
  • The data will automatically sort and re-display accordingly.

Move:

  • Click on the column heading and drag it into a new position to move the column to the desired new location.

Resize Columns:

  • Click on the line section between the column headings and drag to the desired width.

Add/Remove Columns:

  • To add a column to the display, click on the down arrow to the right of any column heading where you would like a new column to appear, and select Columns, then select the column label for the new column that you would like to add. (Note: All of the available columns are displayed by default.)

Remove a column by following the same steps and removing the checkbox next to the column heading for the column that you would like to remove.

Note: If you wish to email one or more users using the Detail View see the article, "Using Email Option in Detail View."

 
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