Publishing Views

An Administrator or Power User can publish a view to make a private view available to other users. The saved view is duplicated and there is now a private and public version.

In the list of views displayed in the Application > Configuration > Settings > Views tab, the public version will show a check mark in the Public column.

To publish a view:

1. From the Home page, click Application, and then Configuration.

2. Click the Views tab to display the Views page.

   A list of available views is displayed.

3. Click Reconciliation Compliance or Transaction Matching (at the bottom of the page), depending on the module that contains the view that must be published.

4. Select the view by clicking in the row and then click the Publish icon.

   Or, for the view that you want to publish, click the Actions menu and select Publish.