6.5 Create and Load Custom Views

Create a custom view of a Nostro Widget to track and monitor specific accounts and their activities. The default widgets provided on the Dashboard are generic and track all entities.

1. Click the Filter icon on the top right of a widget and click +.
   The Add Filter dialog displays.

   Figure 6-6 Add Filter

   
   

   
   Description of "Figure 6-6 Add Filter"

   
   
2. Specify the details on the Add Filter dialog.

   Table 6-1 Field Description table

   Field	Description
   Filter Name	Provide a name for the custom filter.
   Description	Describe the custom filter.
   Reconciliation Product	Select the reconciliation product. Click the Fetch icon and select the required reconciliation product from the list.
   Set as Default	Toggle it on to set the filter as the default.
   External Entity	Enter the BIC ID of the external entity.
   External Account	Enter the account number of the external entity.
   Currency	Select the currency. Click the Fetch icon and select the required currency from the list.

3. Click Save and Apply.
4. Load the custom view.
   1. Click the Filter icon.
      The Filters dialog displays the custom filters.
   2. Click a custom filter.
      The custom view displays.
5. Update a custom filter.
   1. Click the Filter icon.
      The Filters dialog displays the custom filters.
   2. Click the Edit icon on the custom filter.

      The Update Filter dialog box displays.

   3. Specify the details on the Update Filter dialog.
      The field description table is provided in Step 2.