You can modify the columns in your table, change the position and width of existing columns, sort your data by any column or in many cases filter the data which you see based on entering values or ranges for columns in any table. Click here for more information how to personalize your table.

The screen-shot below illustrates how to choose columns to display in a list of proposals for example.

The gear menu highlighted in the screen shot below allows you to select a view which has been previously created or to save the current table layout, columns, sort and filters as a new view:

1. A shared view is one which has been created by an admin. user for everyone to use
2. A preferred view is the one view which will be adopted when you initially open this application

To create a new view select "Create New View" from the gear menu and complete the popup shown below, entering:

1. The name of your new view, which should be unique not the same as a previous view
2. Check this box if you want your view to be used by default, i.e. it is the preferred view
3. Check this box (admin users only) if you want other users to see and use your view.

Hit the Confirm button to save you new table layout or view and if not preferred select it from the Select View menu next time you wish to use it.

It is recommended to make view names as specific as possible. If you just call the views by your name you will forget what they all are, rather put in the name the key information you want and how it is filtered.