Working with List Views

List views exist for profiles, reconciliations, and transactions. The primary objective of list views is to present records for on screen viewing and to provide drill-down capabilities to record details.

To see more rows displayed, use Compact from the View Selector at the right hand side.

  • Profile List —For Administrators and Power Users. Contains the list of profiles and provides drill-down to the Profile dialog.

  • Reconciliation List —Contains the list of reconciliations and provides drill-down to the Reconciliation dialog.

  • Transaction List —Contains the list of transactions and provides drill-down to the Reconciliation dialog, with the focus set on the Transaction Detail tab.

Lists provide these reporting features:

  • Columns can be added to or removed from the view and re-ordered.

  • Filters can be applied to limit the records included in the list.

  • List views can be printed or exported to Excel for ad-hoc reporting.

Saving List Views

To save a list view:

  1. Adjust the view to see the data you would like by adjusting filters, columns or sorting on your List.
  2. From Actions, click Save List.
  3. In the Save List dialog, enter a Name and optionally a description and click OK.

To see all the saved lists, click the List drop down selector.

Publishing List Views

An Administrator or Power User can also select Publish at the top of the dialog to make a private list view 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.

Setting Default View

You can also use the Set Default action for a published saved view. The Administrator or Power User sets the view as the default so that the saved list view will not only be available to all users of that view type, but it will also be selected by default when a user opens that view type.