Managing Views on Grids and Reports
Custom views provide streamlined access to data most relevant to users. With options like filters, data sorting, column selection and ordering, users can create a data view that applies to their work and save it with a name for easy access in the future. Users can create any number of views for grids and reports. Custom defaults for specific grids or reports can be set up so a grid or report always opens with a specific view.
- To prioritize their daily work, task assignees can create their own views that display only the tasks assigned to them, sorted by SLA. A view can be set up as a default so the view displays each time a user signs on.
- Managers and supervisors can create custom views and set those views as defaults for their team members. When teams members sign on, all members view the same view and data.