Using saved views

To help save valuable time in managing the entries or users of your program, Award Force has introduced Saved views. These Saved views allow you to quickly save and apply your most-used Advanced searches without needing to set individual search criteria every time. Here's how it works:

 

  1. Click Advanced in the search bar near the top right corner of your screenSaved_view_1.png
  2. Apply desired filters, i.e. Status, Payment status, Role, etc.
  3. Click Save view
  4. Assign your view a name and choose whether this is a Private view (meaning that only you can see it) or a Shared view (meaning that all Program managers can see it)Saved_view_2.png
  5. Save

Once saving has completed, you will be able to quickly apply the Saved view within the Advanced search area.

Saved_view_3.png

Need more help? Get in touch!

We're here to help if you need it. Simply get in touch with our Client Success team through one of the methods available at the base of the page.