How-to: Create a MyView

You can configure the display of your grids and then save it as a custom view. This is known as MyView.

Procedure

• Log in

  • Log into the reporting website with your user credentials.

• Navigate to a Grid

  • Navigate to the grid that you wish to customize.

• Customize Grid

  • You can customize the grid in a number of ways: add filters, add/remove columns, change the sort order, or re-arrange the columns.

• Save Your MyView

  • Click the Manage View button and select the Add New View option.

• Name Your MyView

  • Give your MyView a unique name.

• (Optional) Set as Default View

  • Click the Set as Default View checkbox to make this your default displayed view.

• Save the MyView

  • Once all details are entered, click the Save button.