How to create custom views for a module
How to create custom views for a module
1. Start by confirming you're on your personal dashboard
2. Navigate to the module you want to create a custom view for
3. Use the dropdown change the view
4. Switch to List View for a quick glance and comparison of employee details
5. Use the dropdown to select New Custom View
6. Name your new custom view
7. Set the criteria to filter employees precisely for targeted reporting
8. Choose 'Stage' as a key filter for your review criteria
9. Select the main condition to further refine your report
10. Enter or select the exact value to filter by the chosen stage
11.
12. Select the fields that will appear in your summary by clicking on the '+'
13. Fields can be reordered by clicking and dragging
14. Choose 'Everyone' to share your new report across your organisation
15. Click Save to finalise and activate your custom view
16. Completed Custom View
