Viewing a Funding Sheet

You can use the View option to access created views, create views, or update existing views. The views that have been created, including Default, are listed in the upper segment of the drop-down list. The lower segment of the list includes the Create New View and Manage Views options.

Creating a view

Click Create New View.
Use the Save View As field to name your new view.
Use the following tabs for adding columns and filtering, grouping, and sorting information:
- Columns tab
- Filters tab
- Group By tab
- Sort By tab
The Available Columns box displays all the columns that you might want to include. The Selected Columns box displays all the columns that you select. You can move columns in and out of the Selected Columns box.

Use the following fields to set the position of the new view:
- Left Lock after Column: Displays a list of all columns, except the last column from the selected columns list. By default, None is selected, which means that you have chosen no column to be locked, from the left side of the sheet.
- Right Lock after Column: The default value is None, which means that you can select not to right-lock the column in the view. Other values in this field are based on the value that you have selected in the Left Lock after Column.
The Filters tab lets you further control what information is displayed in the selected view. For more information, see Creating and Applying Filters.

The Group By and Sort By tabs let you identify which columns should be used for group and sorting and in what order.
When you are done, click Save.

Managing a view

To update a view, select the applicable view from the View list, click Edit View (the pencil icon), and then make and save the applicable changes.

Creating a view

Managing a view

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