Add a custom view to display list items

If standard views are insufficient for showing the list items and values that you need, consider a custom view. You can create a new custom view, or you can create a custom view based on either a standard view or an existing custom view.

When you switch to a custom view, some options become hidden. Depending on the page, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not available for custom views. You can switch to the All menu view to see these options again.

At the top of every list in Sage Intacct, you can add a new custom view through the Manage views dropdown menu.

Add a new custom view

1. Go to the list page of interest.

   For example, to create a custom view for the Customer list, go to Accounts Receivable > All > Customers.

2. From the Manage view dropdown menu select New.

   The Create new view dialog appears.

3. Edit the dialog as required.

   Dialog sections and their descriptions.

   Section	Description
   General	Enter a name for the new view.
   Columns	When the dialog first opens, the columns shown are those that were visible in the view you started from. Select Remove to remove a column. Select Add (circle) at the end of a row to add a new row, then select the name of the column from the dropdown in the Columns column. Grab the handle beside a column name and drag it to the desired position. For each column, select Clip or Wrap to clip or fully display column headings in the table. To freeze the first columns in the table, under Fixed columns, select how many columns to freeze.
   Filters	If required, select Include entity records and Show entity column, to see records created within entities when the custom view is applied at the top level. To add filters to a view: In the Field dropdown, select a column to filter by. The column does not have to be one of the columns displayed in your view. In the Operator dropdown, select an operator. Standard operators apply, such as Less than, Greater than, Equals, and more. In Value, enter the text or number you want to filter by. If the column being filtered is a checkbox field, set the operator to Equals and the value to True or False. Select Remove to remove a filter. Select Add (circle) at the end of a row to add a new row, then select the name of the column from the dropdown in the Field column.
   Sort	The item at the top will be sorted by first, then the second item, and so on. For each column you want to sort by, select ascending or descending order. Only columns set to ascending or descending affect the list sorting. Select Add (circle) at the end of a row to add a new row, then select the name of the column from the dropdown in the Columns column.
   Shared	To restrict this view so that only you have access to it, select Private, or to allow other users to have access to this view, select Public.

4. Select Save.

   The new view is applied to your list, and is available in the views dropdown.

1. Go to the list page of interest.

   For example, to create a custom view for the Customer list, go to Accounts Receivable > All > Customers.

2. From the Manage views dropdown menu select Create new view.

3. Follow the table below to complete the wizard steps and customize a view.

   Use the chevrons (>>) in the upper right corner of the wizard to proceed sequentially through each step. You can also use the dropdown menu to jump to a step at any time. For example, to add or edit options in the view, select Sort results from the dropdown menu and go directly to that step.

   Wizard steps and their descriptions.

   Wizard step	Description
   Step 1: Select columns	Select columns to be included and deselect columns to be excluded in the view.
   Step 2: Select column sequence	To set the column order, drag and drop columns in your preferred order. To rename a column, click in the column text field and enter a new name.
   Step 3: Select filters	To add filters to a view: In the Columns dropdown, select a column to filter by. The column does not have to be one of the columns displayed in your view. In the Operator dropdown, select an operator. Standard operators apply, such as Less than, Greater than, Equals, and more. In Value, enter the text or number you want to filter by. If the column being filtered is a checkbox field, set the operator to Equals and the value to True or False. To add more filter fields to the menu, select Add filter. To remove the most recently added filter, select Delete last filter. Learn more about filtering with operators.
   Step 4: Sort results	The item at the top will be sorted by first, then the second item, and so on. Drag and drop rows to set the order in which the view is sorted. The view will be sorted by the rule set in the first column, then by the second column, and so on. For each column you want to sort by, select ascending or descending order. Only columns set to ascending or descending affect the list sorting. Learn more about sorting a list by column order.
   Step 5: Save advanced options	To complete and save a view: In Name, enter the name as you want it to be listed in the All menu. Custom views automatically appear in your list page under the All menu. To make this view appear on the application menu as well, select Deploy. To describe when and how this view is to be used, in Description, enter a brief note. After a view is saved, you cannot rename it.

4. Select Save.

Add a custom view based on an existing view

An easy way to create a custom view is to base it on an existing one and then edit it.

1. Go to the list page of interest.

   For example, to create a custom view for the Customer list, go to Accounts Receivable > All > Customers.

2. Select the All dropdown and select the view you want to use as a base.
3. Select the Manage view dropdown and select Save as.
4. In View name, enter a unique name.
5. Select Save.
   Intacct adds the new view to the All dropdown menu.

1. Go to the list page of interest.

   For example, to create a custom view for the Customer list, go to Accounts Receivable > All > Customers.

2. Select the All dropdown and select the view you want to use as a base.
3. Select the Manage views dropdown and select Save view as.
4. In View name, enter a unique name.
5. Select Save.
   Intacct adds the new view to the All dropdown menu.