Views overview

Views enable you to apply a set of filters to your Sage People data so that you can focus in on a subset of all the records. Views:

• support data from a single object (tab) at a time.

• can be printed.

• cannot be transformed into a report.

• can be cloned and then edited to produce a new view.

For example, you could create a view to show you all the Team Members with a Talent Plan, or all candidates with New York as their home city.

Views can be created for use only by you, or to be shared with a defined group of users.

To see the views you have available, go to the top of any tab home page and select the List Views picklist:

To pin a view and make it the default view when you select the tab, select the pin icon next to the View picklist:

To modify an existing view, for example by adding more fields to the display:

1. From the View picklist select the view you want to modify.

2. Select List View Controls:

   

3. Select the option you want, for example Select Fields to Display.

4. Follow the prompts to make the changes you want.

5. Select Save.

To delete a view, select Delete from the List View Controls picklist.