Customize Views: Create a View

When you create a view, you choose which demographics to display on its Lookup screen. You can then apply filters or sort settings to further customize the view.

  1. On the Shortcut bar, click  .
  2. In the upper-left of the  Lookup  screen, click  Students  or  Staff.
  3. In the lower-right of the Lookup screen, click Add View.
  4. In the  Select Fields for this View dialog box, do the following:

    Create a View

    A

    Type a  View Name.

    B

    In the  Selected Fields list, click a demographic you don't want to display, and then click to move it to the Available Fields  list.

    C

    In the  Available Fields list, click a demographic you want to display, and then click to move it to the Selected Fields list.


    To change the order that the demographic columns appear on the  Lookup  screen, select a demographic in the  Selected Fields  list, and then click    or  APID  and  Formal Name  cannot be moved into a different order or removed from the  Selected Fields list.

  5. Click Done [F10]. The view becomes the Current View on the  Lookup  screen.

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