4.3 Saving Views

Use the Save as View option to save your search criteria as a View. The saved views are available in the Views 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 Views. When you log in to the application next time, rather than re-entering the search criteria, you select the required pre- defined view as SupDecember and filter the reports. For more information, see Views.

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

1. On the Search and List page, click the Advanced Search. The Advanced Search window is displayed.
2. Enter the search criteria in the search fields. For more information on the search criteria, see Table 5.
3. Click Save as View. The Save as View window is displayed.
4. Enter the view name and view details. The field marked with * an asterisk is mandatory.

   Note:

   The View Details field allows a maximum of 255 characters.
5. Click Save to add a new pre-defined view.
6. Click OK. The view is saved and displayed in the Views drop-down list.

   Note:

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