How to Create Saved Views on the Enrollee Table

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  • Опубліковано 9 кві 2024
  • Edit Saved Views on the Enrollee TableEdit Saved Views on the Enrollee TableStep 1: Accessing EnrolleesSelect enrollees or the equivalent in the navigation bar.Step 2: Navigating to Enrollments TabClick on the enrollments tab.Step 3: Showing or Hiding Columns Click on the columns button to show or hide columns. Check or uncheck the column options in the sidebar to view those columns.Step 4: Reordering Columns Select the reorder button in the column section to rearrange the columns. Click on the column and drag and drop it to a different order. Select the done button in the bottom right corner to confirm.Step 5: Applying Filters Open the filters panel by clicking on the filters button in the top section. Filter the columns, for example, by program name. Choose to filter by the desired criteria (e.g., adult programs). Click on the apply button in the filters section to apply selected filters.Step 6: Saving Views Select the views button to open the views menu. Click on the save view button to save the current table settings. Enter a name for the new view in the input field. Click the save button to save the new view with the entered name.Step 7: Viewing Saved ViewsTo see another saved view, click the views button to open the views menu and select the desired view from the drop-down list.Step 8: Editing Saved Views Click on the view you want to edit to load it on the table. Click on the delete option to remove the selected view. Select the columns tab to check or uncheck the columns you want in the view. Click on the reorder button to change the order of the columns in the table. Click the done button in the bottom right corner to complete the action. Save the new view by following the steps mentioned earlier.

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