1. Administering Tax Reporting
  2. Working with Views and Filters
  3. Working with Views
  4. Saving Views

Saving Views

Saving a view enables you to save your view definition and settings. When you need to display data in the format set by this view, you can use the saved view, instead of again setting the required view properties.

The scope of a saved view is limited to the object on which it is based. For example, if you create a saved view with Tasks, you can't use it with journals. A saved view on a particular supplemental data set can't be used with a different data set. So, you can only use it with certain forms or within a collection.

To save a view:

  1. Adjust the view to see the data you would like by adjusting filters, columns or sorting on your list. See Using the Filter Bar to Adjust Your View.
  2. From Actions, click Save View.
  3. In the Save View dialog, enter a Name (can enter a maximum of 80 characters) and an optional description (can enter a maximum of 255 characters).
  4. Click OK.

You can see all the saved lists by clicking the View drop-down selector.