Creating a New Custom View

  1. Select Standard view or a custom view from the Saved Views list.

  2. Make changes in the Filter panel, widgets, or column sorting on the Tasks grid or Transactions grid as needed.
    Note: The state of the selected view and filter name are changed to modified and display in italics. The Reset View options displays on the filter list and displays on graphs.

  3. Select Save as new.

  4. Enter a name for the custom view and select Save.
    Note: The name of the custom view name should be unique. If an existing view has the same name, the view will be saved and the name will end with 'Copy.'

    Note: After saving, the view displays in the Saved views list.