Setting View Options
Many of the views in the AMS360 have a section called View Options. With View Options, you can refine, or filter, the information displayed in the view based on selected criteria. It is important to understand how to change these settings so that you see the information you want to see.
Default Views
The first time you access a center or view, the default view options defined for your agency or system are applied. You can expand the View Options section and change any of the pre-defined options. If you use the same options frequently, you can save them as your "User Default" view. Once you have saved your user default options, the User Default view is automatically applied whenever you access that center or view.
Use the Select view drop-down list to select one of the pre-defined set of view options, then click Apply View to update the list results using the selected options. The pre-defined view options (called default views) available are: User Default, Agency Default, and System Default.
The Agency Default view is defined by your system administrator. If neither the Agency Default View nor your User Default view has been defined, then the System Default view is applied.
You can always select one of the available default views, or temporarily use different view options by expanding the View Options section and modifying the selections without saving.
Saving Default Views
Create your own User default view with selections you most commonly use. Expand the View Options section of the page and make your selections. In the Save view as field, select User default from the drop-down list and click Save. The User Default View is updated with your selections. (Some View Options, such as Name or Date Range, cannot be saved as part of a default view.)
If you have appropriate security permissions, you can modify and save the view option selections for the Agency Default view.
Selecting View Options
To select view options, expand the View Options section. The specific options available vary depending on the Center and View. Make your selections, then click Apply View. You do not have to make a selection or entry for every option.
Some options require a specific type of entry, such as a number. If your entry is not valid, a message appears at the top of the page, explaining the problem. The Apply View button is not available if an option has an entry that is not valid.
Key OptionsDate Range | Commonly, the Date Range defaults to "current and prior month," with the actual dates displayed in the Date Range From/To fields. If you create and save forms in the system, such as bank reconciliations, account currents, commission statements or direct bill statements with dates into the past, expand the View Options Date Range to properly display the form. An easy way to view a wider range is to select Through Current Date from the Date Range drop-down list. If you want to see information with a date in the future, be sure to select the Date Range = All. Another way to view data with date criteria is to enter a From date and leave the To date blank. When you apply your view options, you'll see everything from the date you entered to last applicable data in the system. Conversely, if you leave the From date blank and enter only a To date, when you apply the view options you'll get data from the beginning up to the To date you've entered. |
Match On | The Match On selections help you enter more specific information into the search field. More... |
Color Setup | Apply different font colors to selections using Color Setup to easily identify items in the list results. Different color setup options are available for designated views/centers. |
Max Number of Records | Select the maximum number of records to be displayed in a single page of the list. If the number of records matching your search criteria is less than the maximum, the results are shown in a single list. You might need to use the scroll bar to view all records. If the number of records matching your search criteria exceeds the maximum, only that number of records is displayed in the list. For example, if you select 500, and there at 525 records matching your criteria, only the first 500 are shown. Change your search criteria so that fewer items are returned. If you do not change the Max Number of Records, by default, AMS360 displays the first 100 records. |
Narrowing Search Results
When using View Options to narrow your search results, the search starts with the View Options section expanded. When the search is completed, the View Options section collapses automatically to allow for maximum space to display search results in the grid.
What's Next?
Need more specific information about the view options of a particular center? Open the Searching For... topic for the appropriate center under the Related Topics below.