Default list views are the tables and columns when data is displayed in a report, as search results, or in a table format. Many of the views are customizable. Users can add or remove columns to provide more relevant data.
When a user modifies a default list view, all users will have the same view. Let's use an example to demonstrate how to modify a list view in a report. In this scenario, we will modify the Grants Commitment Schedule report view in the Reports drop-down menu in the navigation bar. We want to add the request date and the change date fields as columns to the report. Here's a step-by-step tutorial:
1. Select "Settings".
2. Select "Default List Views"
3. Select "Report".
4. Scroll to "Grant Commitments Schedule" & select "Manage".
5. Navigate to "Default List View Columns" & select the "Add Columns" button.
6. Choose the preferred fields to be added as columns. In this example, select the request date field. Repeat for the change date field.
7. Select "Save".
8. The fields have been added as columns to the Default List View Colum page. Select "Update".
9. Return and run the "Grant Commitments Schedule" report.
10. The selected fields now appear as columns in the Grant Commitments Schedule Report.
The Default List Views selections are robust. Reach out to your CSM for assistance in finding the column to edit.