Once you have added transaction records, you may want to rearrange the way those records appear in the transaction list or Quick Edit page. If you simply want to sort all the transactions by a specific field, you can click that column header. If, however, you need something more complex, you can create a view. You may, for example, want to arrange transactions by name and see only certain fields. Another example might be a view that includes only required fields in a specific order; if this is a view you use regularly, you could call it "My View" and set it as the default view for that transaction list. The application allows you to create and store many different views (or arrangements) of your transactions. The view capability is a powerful tool for customizing what you see on the page. Once a view is saved, you can quickly apply it whenever necessary. You may also share any view that you create so that other users in your organization may apply it to the same category/subcategory.
Note: Shared views may be set as default views by users other than the author; however, the author is the only user who can edit or delete the view. Any changes to the shared view, including deletion of the view, affect all the users of that view. If the shared view is deleted, the default view reverts to the system-created view.
Creating a view allows you to specify four different elements that affect what you see on the transaction list or Quick Edit page. These elements are as follows:
Which transactions appear. - You can set up criteria to filter out transactions just like you would to search for transactions.
Order of transactions. - You can choose the field(s) to sort by, as well as the sort order (Ascending or Descending).
Order of columns. - Change the view order of the columns by numbering the fields as you would like them to appear from left to right.
Columns to display. - If you do not need to see all fields, you can hide the unnecessary columns by clicking the Hide checkbox next to the field.