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Creating a Custom Grid View

*This functionality is available for Advanced users only.

To create a Custom Grid View, click SETTINGS at the top of the screen, then choose the General tab.

In the Grid View Column Templates section at the bottom, you can view the current saved templates, as well as Edit or Delete them.  

 

Click "Create New" to make a new template. Give your template a name, and click on the fields you would like displayed in your grid, and select the "Sort Order" you would like. Click and drag with the handles to the left to reorder the fields, and "Reset column data" if you want to start from scratch. When you are finished, click "Save Changes", and your template will be available in Grid View.


For more information on using Grid View and Classic View, click here.

 

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