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Like The View? Save It!

This blog post is part of a series called “Tip of the Week”. In this week’s tip, we will see how the view settings can help us get the data we need.

Are you a sales manager? Bookkeeper? Customer retention expert? Different position, different tasks, and … different data to be retrieved and processed. Let’s take A/R Invoices as an example: sales manager might be interested in the top sales employees sealed the highest total deals, the bookkeeper would look for the overdue A/R Invoices, and the customer retention expert? She would focus on changing trends. The list views in the Web client delivered with SAP Business One are so flexible, allowing each employee to extract the data they need and display it in the required format:

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The “View Settings” form enables you to select the displayed columns and their sequence, you can set sorting criteria, additional filters and grouping parameters for the data displayed in the table. You can switch the display to “Chart” mode:

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The data in the list is translated to the chart of your choice. The measures and dimensions of the chart are derived from the columns selected in the “View Settings” form. Once you are happy with your view, you can save it for future use. Click the view menu > Save As > enter unique name for your view:

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In the “Save View” dialog, you can also decide whether to make this view as default for this list view, and whether to set this view as “Public” allowing other users to consume it as well. A saved view encapsulates all the criteria selected in the filter bar, in the view settings and the display mode (chart/table).

Available in the Web client for SAP Business One 10.0, version for SAP HANA PL00 and Web client for SAP Business One 10.0 PL01 for MS SQL users.

I hope you found this information helpful and as always, I’m looking forward to your feedback in the comments section below. If you do have questions about SAP Business One, feel free to ask them here in SAP Community Q&A. This tip and all other tips can be found in the tag #tipoftheweek. To receive notifications about new related blog posts, please follow my profile and change your settings in your profile. Also, check out our SAP Business One Community page with lots of helpful links and resources.

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