Saving Views

As of Release 11.1.2.4.200, you can save views in all three Financial Close Management modules. The views or dashboards that support saved views are:

• Close Manager - Task list view, Gantt view, or Calendar view
  • Task and Gantt views save the filter, the column selection, and sort order.
  • Calendar view saves the filter and the mode (Month, Week, or Day)
• Supplemental Data Manager - Dataset dashboard and Workflow dashboard
• Account Reconciliation Manager - Profile list view, Reconciliation list view, or Transaction list view

To see all the saved views, click Manage Views. An administrator or power user can also select Publish at the top of the dialog to make that private version available to other users. The saved view is duplicated and there is now a private and public version. The public version will show a check mark in the Public column.

Another feature in Manage Views is Set Default. For a published saved view, an administrator or power user can set that view as the default so that saved view will not only be available to all users of that view type (i.e. Task List, Gantt, Calendar), but it will also be selected by default when a user opens that view type.

To use saved views:

1. Adjust the view to see the data you would like by adjusting filters, columns or sorting.
2. Click Save View at the top of the dialog. For example,
   
   
3. In the Save View dialog, enter a Name and optionally a description and click OK.