Creating Custom Views

Custom views are a quick way to see saved subsets of your records without having to change the Filter and Options sections on the Query screen each time. Each user has the ability to save their own custom views on each of the Development Query screens (Contacts, Campaigns, and each section under Pledges & Receipts). A custom view includes both the criteria in your filters as well as the selections made in the Options section (which columns display, the order of the columns, and how the resulting records are sorted).

 

Each Query screen also includes a Standard View, which displays all of the records and a set of default fields. The Standard View is the same for all users and cannot be edited or deleted.

 

Add New Custom View

  1. Create the filter you want to use to narrow your resulting records (see Working with Filters for more details)
  2. Select which columns you want to display and their order under Options (see Options Section for more details)
  3. Set the Sort by fields if desired
  4. Click "Apply" to see the results
  5. Click "Save as Custom View" to save these selections
  6. Enter a unique name for the custom view
  7. Click "Save."  The new custom view will be listed on the left under My Custom Views.

Use Custom View

Click the link under My Custom Views for the custom view you would like to see.

Change Existing Custom View

  1. Click the link under My Custom Views for the custom view you would like to change
  2. Make the desired changes to the Filter and Options Sections
  3. Click "Apply" to see the results
  4. Click "Update Custom View" to save the changes within the current view or click "Save as New View" to save your changes with a new view name

Edit Existing Custom View Name

  1. Hover your mouse over the custom view you want to change under My Custom Views
  2. Click the Pencil icon on the right side of the view name
  3. Edit the name of the view
  4. Press "Enter" on your keyboard to save the changes

Delete Custom View

  1. Be sure you are not currently viewing the custom view that you would like to delete
  2. Hover over the custom view you want to delete
  3. Click the Trash Can icon on the right side of the view name
  4. Click "Yes" to confirm

Change Default View

  1. Click the link under Standard Views or My Custom Views for the view you want to set as the default view
  2. Click "Mark as Default View" in the Filter & Option Field Settings
  3. Click "Yes" to confirm
  4. "(Default)" will appear next to the view name