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Views are interactive reports that offer the ability to target accounts or cases based on defined criteria, creating a workable list. Views can be run on demand, meaning that they compile the most recent data that meets the criteria. Views also offer the ability to sort the list by clicking any of the pre-defined column headers. Views can be assigned to Areas and Categories, as well as displayed in a dashboard.

Clicking the Views icon in the Ribbon opens the Views page.

The following columns display in this page.

Column Name	Description
Name	The name of the view.
Last Modified	Denotes when the last modification was made to the view.
Modified By	Denotes who made the last modification to the view.

Running a View

• Click to highlight the view
• Click . Views can either be opened in a new tab or Internet Explorer window.

          

• The View appears on the screen. Double-clicking a row in the view opens the workspace of the account's primary account holder. Export the view to Microsoft Excel by clicking  or print the view by clicking .

 

 

 

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