4.2 Views
Views search helps you quickly filter the reports based on pre-defined search queries. You can save your search criteria as Views. For more information on pre-defining the search as views, see Saving Views.
To search reports using the Views option, follow these steps:
- On the Search and List page, click Views to view the available options.
- Select the out of box pre-defined views as described in the following table. The Search and List page refreshes to show the results matching the View search criteria.
You can also create your pre-defined views. For more information, see Saving Views
Table 4-2 Pre-defined views
Fields | Description |
---|---|
Open/ Reopened/ Rework - Reports Last Modified by Me |
Select this option to view the list of reports in the Open, Reopened, or Rework status that you have modified in the last session. NOTE: This is the default view for an Analyst. |
Reports Awaiting Approval | Select this option to view the list of reports in the Requested for Approval status. NOTE: This is the default view for a Supervisor. |
Reports Overdue |
Select this option to view the list of reports that have exceeded their due dates. When a report has passed its due date or when the due date is the same as the system date, the reports in the list are highlighted in Red. |
Reports Submitted in Last 3 Months | Select this option to view the list of reports that were submitted in the last three months. |
All Views saved by the user | Select the Views that you have created and saved using the Save as View option. For more information, see Saving Views. |