4.2 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 more information, see All Views.

For example, if you regularly search for reports approved by the Supervisor and reports approved on or before December 2021, you can pre-define a search as SupDecember under Views. When you log in to the application next time, rather than re-entering search criteria, you select the required pre-defined view as SupDecember from the Views search option and filter the reports.

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

1. Open the Search and List page.
2. Enter the required search criteria 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 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.