Add a view

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

A new view is visible to all users unless you authorise the view correctly.

To add a view:

1. Go to: the function.

   You can add views to nearly every function. The images in the below procedure are based on adding a view with outstanding items of debtors.

2. Add a view:
   1. Display the Views toolbar using Ctrl+Shift+K if it is not visible.
   2. Go to: Views /New view....

      

3.  Determine if you want to base the new view on an existing view or on a data collection. It is often easiest to use an existing view as a basis.
4. Select the view or the data collection.

   

5. Click on: Next.
6. Click on: Next.

To add fields to the view:

You place extra fields in the view. Move the fields from the Available fields: box to Fields in query:.

1. You can modify the column titles. Preferably use short titles to ensure a clear overview.

   

2. Use the buttons above the field list to move fields.

   

3. Click on: Next.

To set a filter:

If required, specify a filter. Use the filter in the below example to display only outstanding items that exceed a particular threshold amount and are of a certain minimal age.

1. Click on: Finish.