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:

  1. On the Search and List page, click Views to view the available options.
  2. 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

explains the fields details in the pre-defined view.

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.