Reporting: Working with Views
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The Principal Toolbox supports a variety of ways to present data, ranging from on screen lists, to on screen visuals, to tailor made reports in Excel or Word.
Views basically are tables showing a set of fields on a list of items. Views can be found and used throughout the Principal Toolbox, e.g. on your Home Page, in Dashboards, in Folders, in Logs, and in the section Reports.
You can use views in many ways:
•Use (predefined) views for on screen reporting and in-view-editing. See Use Views to View or Edit data.
•Save views for re-use by you, or for e.g. every team member in your project. See Save a View for re-use.
•Quickly export a view to Excel, Word or the Clipboard. See Quickly export a View Excel, Word or Clipboard.
Clicking on the View-name shows a drop-down list of available (predefined) views:
Drop-down list of available views
Clicking on View shows an options menu:
Drop-down list of view options
The view options are: