4.3.1 Saving Views

The Save as View option allows you to save your search criteria as a View. The saved views are available in the View drop-down list.

For example, if you regularly search for reports approved by Supervisor1 and reports approved on or before December 2019, you can pre-define a search as SupDecember under View. When you log in to the application next time, you need not enter all the search criteria again, select the pre-defined view as SupDecember and filter the reports.

To save your search criteria as a View, follow these steps:

1. In the Report Summary page, click Advanced Search . The Advanced Search window is displayed:
2. Enter the search criteria parameters in the search fields.
3. Click Save as View. The Save as View window is displayed.
4. Enter the view name and view details. The fields marked with asterisk * are mandatory.

   Note:

   The View Description field allows a maximum of 255 characters.

5. Click Save. A confirmation message is displayed
6. Click OK. The view is saved and is displayed in the View drop-down list

   Note:

   The saved view is available only to the user who has created it, not to other users