How to Create a Custom View in Info Manager

Overview

Custom Views in Info Manager let you build and save your own version of the Store Summary list — with the filters and columns that matter to you — so you do not have to rebuild the same search every time. This article walks through creating a custom view, applying filters, and choosing which columns display.

 

Steps

  1.  From the main navigation, go to Info Manager > Store Summary.
     
  2.  Click the Lifecycle Views button on the right side of the page and select Custom Views from the dropdown.

     
  3. Click All Views, then click the green Create View button in the bottom-right corner.


     
  4. With the new custom view open, click the Filter button and apply any filters you need.

     
  5. Once your filters are applied, click the Display Columns button.

     
  6. In the Display Columns window, select the columns you want to display in this view by clicking the desired fields in the Available Columns section on the left and using the ">" button to move them to the Configured Columns section on the right.

     
  7. Click Submit when you are done.

 

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