Views

Views are interactive reports that offer the ability to target applications 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.

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 application. Export the view to Microsoft Excel by clicking or print the view by clicking .

The enhanced system defined view available through Views list allows the users to view applications assigned to them from Dashboard. The criteria based on which applications are assigned are system defined, not editable and Determine Criteria tab is disabled.

When view is executed and displayed, the following criteria is used to retrieve applications for the view:

Current logged-in user = Application > Assigned User

The application is assigned to the current logged-in user.

Application Status does not equal any of the below:

Disbursed
Withdrawn
Auto Withdrawn

Desktop and Ribbon Bar

Views Administration