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 Home icon.
  2. In the upper-left of the Lookup screen, click Students or Staff.
  3. Students or Staff database buttons

  4. In the lower-right of the Lookup screen, click Add View icon Add View.
  5. In the Select Fields for this View dialog box, do the following:
  6. Select Fields for this View dialog box with labels

    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 Left arrow icon to move it to the Available Fields list.
    C In the Available Fields list, click a demographic you want to display, and then click Right arrow icon 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 Up arrow button or Down arrow. APID and Formal Name cannot be moved into a different order or removed from the Selected Fields list.

  7. Click Done [F10].

    The view becomes the Current View on the Lookup screen.

Next Steps

To further customize the view, see the following topics: