Managing Views

It is easy as pie to create views, but how do you keep the sheer numbers from getting out of hand?

It is a lot easier to create a core list of views, and then edit them from time to time, as needed, rather than creating a lot of unique ones. A good example is searches in a date range. If you have a Year-to-Date filter on a View, for example, and you need to update it to include the current month. It is more efficient to edit the current View, rather than create additional new Views.

For monthly Views you create, you can choose a date range that is “in this month,” and the system will automatically update to the current month without you needing to edit anything.

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