Creating / Accessing FlexViews

FlexViews allows you to quickly access precisely customized information from a specified search list.

Create a FlexView

1. Enter your search criteria and filter the returned results to show the level of detail you desire. Click on the Hand with paper Icon, to open the field and add the name of the created view.

2. Key the name of the FlexView and click Save.

NOTE:  You can also Delete a FlexView from this window.


Access a FlexView

There are two different ways to access previously saved FlexViews.

1. Navigate to the Home Tab

A. Use the drop-down menu next to Run FlexView to view and access all previously saved FlexViews

B. Click the drop-down menu next to Group By, to access previously saved FlexViews, in a specified search list



Related Articles:  

Calculating the Sum for a FlexView

Sharing FlexViews