The following steps explain how to create a view from the transaction list or Quick Edit page. (If you are on the Search page, begin with step 3.) For example, if you regularly deal with only the required fields in transactions, you might create a view called "My View" that shows only required fields. Once you have created the view, you can apply it to your transactions, make it your default view, or share it so that it is available to other users.
From the transaction list or Quick Edit page, choose View.
Click Define New View.
If you only want certain transactions to appear in your view, enter the criteria to match in the first column. This column works the same as entering search criteria.
If you want the transactions to be sorted, number the field(s) in the Sort Order column to sort by, beginning with 1, and choose the order from the drop-down list. For example, to sort by Effective Date and then by Individual Name, you would enter 1 in the Effective Date field and 2 in the Individual Name field.
If you have a specific order for the transaction columns, number the fields in the View Order column.
If you do not need to see specific fields, click the checkboxes for those fields in the Hide column.
Click Save as View.
Enter a descriptive name for the view in the Save/Save As Name field.
To make this your default view for the category/subcategory, mark the Set as Default View option.
Click Save.