Add, configure and customise views

A view is a list of data, such as ledger accounts, organisations and persons, articles, employees, etc. You can add and change views, for example by adding or deleting columns. You can also link a filter to a view. When the user opens the view, Profit will automatically apply the filter.

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Description

Profit features many default views which are tailored to specific activities. These views can't be changed. You can add a new view based on an existing view. You can change and expand the copy. SE users can also start with a new (empty) view. You fill this view with fields yourself.

Each view is based on a data collection: this is the link (a kind of interface) between the Profit database and the view. Only fields that are in the data collection can be added to the view.

Preparation

• View management authorisation

  You authorise the management of views. With this, you specify which users can add, change or delete views. This authorisation applies for all views in Profit.

Procedure

• Add a view

  Add a new view with a wizard. You can add fields and determine the presentation and sequence of the fields.

• Change a view

  You can change a view you have added previously (you cannot change the default views).

• Block a view

  If you block a view, it is no longer visible to users.

• Delete a view

  You can delete any views you added yourself, default views can't be deleted.

• Import and export a view

  You can export a view from one environment and import it into another environment.

Also see

• Export view data to Microsoft Excel
• Format a view
• Authorise a view
• Display a view