A view is a saved customization of the Lookup screen. For example, you can create a view of the Lookup screen that displays only 8th graders and sorts them by homeroom. If you anticipate viewing specific data often, creating a view allows you to display that data without having to reapply the customizations.
For a list of actions you can take with a view, refer to the table below:
To | Do this |
Create a view | See Create a View. |
Copy a view | See Copy a View. |
Switch between views | In the lower-left of the Lookup screen, in the Current View drop-down list, select a view. If you are on the Students database, only views created for students are listed. To display views created for staff, switch to the Staff database. |
Refresh the data and save changes to the current view | In the lower-left of the Lookup screen, next to the Current View drop-down list, click |
Save changes to the current view | After making changes to the view, in the lower-right of the Lookup screen, click |
Save changes to a new view | After making changes to the view, in the lower-right of the Lookup screen, click |
Rename a view | In the lower-right of the Lookup screen, click |
Add demographic columns to or remove them from a view | See Change the Demographic Columns on a Default View or Custom View |
Sort the data in the view's Lookup screen | |
Apply a filter to a view | |
Delete a view | In the lower-right of the Lookup screen, click |
.
Save View As ' View Name'.
Save As New View. Type a name for the view, and then click Save [F10].
Rename View. In the Rename View As dialog box, edit the view name, and then click Save [F10].
Delete View. In the Which View to Delete dialog box, click the view you want to delete, and then click Select.