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Creating a saved view in Protecht.

Reapplying filters, adjusting columns, and sorting data each time you open a register wastes valuable time. Saved Views in Protecht ERM let you preserve your preferred display and filter setting, so you can return to exactly what you need, whenever you need it.

In this product tour, we’ll show you how to create a custom view, choose what’s displayed, apply filters and sorting, and make it accessible to your team for faster, more focused work.

 

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Product tour contents

  • Opening the Views menu and selecting “Create a new View”

  • Naming the view and choosing global or default settings

  • Selecting and arranging columns to be displayed

  • Applying optional settings like default filter field, grouping, and sort order

  • Choosing the number of entries to display per page

  • Adding expressions to filter entries (e.g., “status equals investigation”)

  • Saving the view and accessing it from the Views menu

  • Sharing global views with other users in the system