Setting a Default View

A Service Administrator or Power User can set a published, saved, view as the default view.

The first time a user opens a view, the default view is displayed. The system then remembers the view settings that were used. So, when you open a view subsequently, it is displayed with the settings that were used most recently.

To set a default view:

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

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

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

4. Select the view by clicking its row and then click the Set Default icon.

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