6.5 Create and Load Custom Views

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

1. On Home screen, click , and click Add.
   The Add Filter section displays.

   Figure 6-10 Add Filter

   
   

   
   Description of "Figure 6-10 Add Filter"

   
   
2. In the Add Filter section, specify the details. For more information on fields, refer to field description table.

   Table 6-5 Add Filters - Field Description table

   Field	Description
   Filter Name	Specify a name for the custom filter.
   Description	Specify a description for the custom filter.
   Reconciliation Product	Select the required reconciliation product from the list.
   Set as Default	Toggle the switch to ON to set the filter as the default.
   External Entity	Specify the BIC ID of the external entity.
   External Account	Specify the account number of the external entity.
   Currency	Select the required currency from the list.

3. Select Save and Apply.
4. To load the custom view, follow the steps below:
   1. Click .
      The Filters dialog displays the custom filters.
   2. Click a custom filter.
      The Custom View section displays.
5. To update a custom filter, follow the steps below:
   1. Click .
      The Filters dialog displays the custom filters.
   2. Click on the custom filter.

      The Update Filter section displays.

   3. In the Update Filter section, specify the details. For more information on the fields, refer the table above.