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Home > Overview > List View

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  1. Hover over the search icon. The search bar appears.

  2. Type a search term and then press Enter.

    • A search term can be a word, a phrase, a portion of a word, or portions of words.

    • For an exact match, enclose the search term in quotation marks (for example, "MV AKTAIA").

  3. Matching data appears.

    • To clear the search term, delete it and then press Enter.

Changing Your View

Selecting Columns to Display

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  1. Do one of the following:

    • To create the first user view of the list, click + ADD VIEW.

      Note: After one view has been created, you must first select which view you want to copy: the default view or a user view.

    • To copy a view, click one of the following and then click +:

      • For the default list, click the List Name.

      • For a user view, click its tab; a selected user view tab appears underlined.

  2. Enter a name for the new view.

  3. If you own a list view, you can modify it. Hover over the view tab, click , and then click one of the following:

    • Rename: Type the new name and then press Enter or click outside of the tab.

    • Remove

    • Switch to public view: By default, the view is private and visible only to you either you create a new list view or copy the existing view. If you switch to a public view. Once a view is made public, it will be visible to all logged-in users in your organization and cannot be switched back to private. If you would like to have a private view, you can create a new list view or copy an existing view.

Exporting

To export, click  and then select a format: CSVExcelPDFWord, or XML.

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