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List Views (Filter to Customise - Reports)
List Views (Filter to Customise - Reports)

How to Filter Lists to Customise List Views then Save OR Download as Reports

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 3 months ago

This Help Article covers:

Pressing on a Side Menu button will display a List View for the item selected.

Lists Views have a default view, but can be Filtered OR Searched to find what you are looking for.

Different Types of List Views will have a different array of filters to use, to see the array of filters for a List View, Press on the List's Refine button to display the Refine Filters popup and view the selections/options

To Clear a Filter or Filter Search

Press on the Badge's Cancel/Clear Icon [X] to clear or work across all filters to clear the current search

To Change a Filter Selection

Press the Badge's Expand More Options Icon, then Press the selector's Open More Options Icon, then Select a Filter and Press [VIEW RESULTS] to view

To Customise a List View

1. Press on the Refine button to display the Refine Filters popup

2. From the Refined Filters popup, work through Selecting Filter Options to customise the view

3. When finished press [VIEW RESULTS]

To Save a Customised List View

1. Following refining your customised view, Press the Custom Filter's Save Icon to launch the Saved Search popup

2. From the Saved Search popup, Enter a Name* for your custom view, then tick “Pin to side menu” and/or "Set as default" (Optional) and Press [CONFIRM] to save

💡 TIP: If you ticked “Pin to side menu”, now when you Hover over that Side Menu, any Customised Views will display as Sub-Options of that Side Menu.

To Delete a Customised List View

1. From the Refine Filters Popup’s Custom field, left Press the “More” (3 dots) menu while the Saved Search to be deleted Name is displaying, then select Delete

To Create a Report from a Customised View

1. Following refining your customised view, Press the Export to CSV Icon to download your custom view as a csv

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