From each list view, you can create a custom list view to include the information and data specific to your needs. From each list view, you can also download the data displayed.
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Create a custom view
Each list view has a system default view that cannot be changed. When you need to customize the data displayed, you will need to create a custom view.
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Manage your custom views
At anytime you can update or delete a custom view you have created.
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Share a custom view
If you know that a custom view you've created would be helpful to other users, you can set it to a shared view. Your custom view is then available to other users.
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Set account default list view
From each list view, a user assigned to an Admin role can create and set the default view for all users.
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Set what columns are displayed
The list view setting page has Shown and Hidden Columns, which sets what column data is displayed or not displayed in a view.
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Apply a filter to include or exclude specific data
To include or exclude specific data, the view setting page allows you to filter the data displayed. The "by" filter option sets the data to be included and the "out" filter option sets the data to be excluded from the view.
For example, if you do not want to display anything with a Suspended state, you would set the Filter to out > select by State > and enter Suspended.
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Set default Items per page
By default, a view only displays 10 items (rows) per page. To avoid having to select next page to view more items, you can set a view to display up to 100 items. Setting the items per page to a higher number is also helpful when downloading the list view data to a CSV file, which only downloads the current data displayed in the list view.
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Set a sort order
Set the sort order by a column shown and set to ascending or descending order.
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Set what columns are displayed
The Shown Columns section displays the data displayed in the list view and the Hidden Columns display data that is not displayed. You can also arrange the columns to display in a specific order.
To remove a column, simply drag it to the Hidden Columns section. To add a column, simply drag it to the Shown Columns section.
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Download data displayed to CSV file
From any list view you can download the data displayed by selecting Save as CSV. When selected, the current data displayed is downloaded as a CSV file to your computer’s download location.
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Be sure that the Default view is select. From the upper right corner, select the gear icon.
From the View Name field, update Default to a name that uniquely identifies the view.
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Select the view settings.
Share: when selected, the custom view is available to all users.
Set as Account Default: when selected, sets the default view for all users. The setting is only available to a user assigned to an Admin role.
Items per Page: sets the default number of data rows displayed.
Sort By: sets the data the view is sorted by.
Filter: apply a filter to include or exclude specific data. In addition to filtering data "by" (include), you can apply to a filter to exclude data by selecting the "out" filter. For example, you may not want to display anything with a Suspended state - you would set the Filter to out, by State, and enter the text Suspended.
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Edit the columns shown or hidden.
Shown Columns: displays the list of columns displayed in the view. To change the location of the column, select the column and move it to a location in the list order. To remove a column from the view, select the column and move it to the Hidden Columns section.
Hidden Columns: displays the list of columns that are hidden from the view. To add a hidden column to the view, select the column and move it to the Shown Columns section.
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To save the view, select Save New View.
To close the view setting page, select the gear icon.
The Default view and a view that is shared by another account user cannot be edited. A shared view can only be edited by the user that created the view.
From the view drop-down menu, select the view to edit.
From the upper right corner, select the gear icon. The view setting page is displayed.
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Edit the view settings.
To save the settings, select Update View.
To close the view setting page, select the gear icon.
A custom view can only be deleted by the user that created the view. The Default view cannot be deleted.
From the view drop-down menu, select the view to delete.
From the upper right corner, select the gear icon. The view setting page is displayed.
Select Delete View.
To close the view setting page, select the gear icon.
All list views you create start out as private, meaning only you can see them. You can share list views with other users by selecting Share from your custom view. When shared, from the list view drop-down menu, each user can select the shared view.
From any list view, you can download the data displayed by selecting Save as CSV. When selected, all data displayed is downloaded as a CSV file to your computer’s download location.
If there is more data that is not displayed, do remember to adjust your items per page. The data viewable on the screen is all that is downloaded.
The CSV file is not stored in OneVue, simply a one-time download to your computer. If you want to reformat the file and share it with others, you will need to do that locally on your computer or mobile device.