Add a View to a Grid
On many of the main grids in Unite, you can save a view after sorting, filtering, grouping, or organizing the information. You can set a default view if there is a particular arrangement you need to see often, and you may have the option to share a view with a team member. The steps to add a view differ depending on whether you want to add a view to an admissions grid or add a view to a marketing grid.
To add a view to an admissions grid
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Open a browser and log on to Unite.
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Navigate to the grid.
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Admissions grids are in the PEOPLE, APPLICATIONS, REVIEWS, REPORTS, and UTILITIES areas of Unite. |
- Organize the grid in the way you want to see the data.
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You may need to sort, filter, or increase the items per page to see all records in the grid. |
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Click My Views.
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Click .
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In the View Name text box, enter a name for the view.
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If you want to make the view the default view, click the check box for Set as Default View.
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Click .
To add a view to a marketing grid
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Open a browser and log on to Unite.
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Navigate to the grid.
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Marketing grids are in the EVENTS and JOURNEYS areas of Unite. |
- Organize the grid in the way you want to see the data.
Note |
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You may need to sort, filter, or increase the items per page to see all records in the grid. |
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Click .
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Next to Create View, click .
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Click Save as new view.
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In the Name text box, enter a name for the view.
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In the Description text box, enter a description for the view, if applicable.
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Click .