Objective
Create a ‘Saved View’ in the Line Item reporting tool
Background
Analyzing your purchasing data is a great way to better understand your business, and enact workflow changes to yield better results on future projects. It is also a great way to better understand active project statuses and standings.
Creating custom views with filters and aggregations make your information more digestible. Saving these views ensures that you quickly come back to a view next time you access the page.
Things to Consider
System Admin Permissions
Only system admins are able to access the Line Item screen
Views Available to All Users with Access
All saved views can be accessed by any users with the proper permissional level
Creating a Favorited View
Access the Line Item tool by clicking on its icon on the left hand side of the screen
Adjust the aggregations and filters in the tool to suit your needs
Click on the star icon on the right side of the screen
Give your new view a name
Press ‘Save’
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716