Customize Views: Change the Demographic Columns on a Default View or Custom View

You can add demographic columns to and remove them from the Lookup screen of a default view.

The changes to a default view can only be saved to a new view.

Add a Column

1. On the Shortcut bar, click  .
2. In the upper-left of the Lookup screen, click Students or Staff.
   
3. In the lower-left of the Lookup screen, in the CurrentView drop-down list, select the default view.
   
4. Right-click the name of any column header, and then click Add Column(s).
   

   The Select Fields for this View dialog box appears.

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

6. Click Done [F10].

   You can rearrange the columns on the Lookup screen by clicking and dragging the column headers into the order you want.

7. To save the changes to a new view, click Save As New View. Type a name for the view, and then click Save [F10].

Remove a Column

1. On the Shortcut bar, click .
2. In the upper-left of the Lookup screen, click Students or Staff.
   
3. In the lower-left of the Lookup screen, in the Current View drop-down list, select the default view.
   
4. Right-click the header of the column you want to remove, and then click Remove This Column.

   You can remove any column except the APID and Name columns. You can rearrange the columns on the Lookup screen by clicking and dragging the column headers into the order you want.

5. To save the changes to a new view, click   Save As New View. Type a name for the view, and then click Save [F10]. 

Edit a Custom View

You can add demographic columns to and remove them from the Lookup screen of a view you created.

1. On the Shortcut bar, click .
2. In the upper-left of the Lookup screen, click Students or Staff.
   
3. In the lower-left of the Lookup screen, in the Current View drop-down list, select the view containing the demographic columns you want to change.
   
4. In the lower-right of the Lookup screen, click  Edit View.
5. In the Select Fields for this Viewdialog box, do the following:
   • 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.
   • 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.

     
     
6. Click Done [F10]. Your changes to the view are saved automatically.