View Manager

The View Manager controls which columns are displayed in the population grid. Views let you customize how data is displayed, making it easier to track the information most important to you.

Shared Views: Predefined system views available to all users.
Custom Views: Views you create by adding, removing, or reordering columns.
Default View: The system view called Student List, showing key student status and assessment information.

View vs. Search

A View controls which columns are displayed.
A Search controls which records (or rows) are displayed.
You can apply column filters after selecting a view.

Changing Your View

Click the dropdown arrow in the upper-left corner of the Student grid.
Choose from:
- Favorites: Views you’ve marked for quick access.
- My Views: Custom views you’ve created.
- Shared Views: System-defined or agency-shared views.
Selected views remain active until changed, even if you navigate away from the grid.

⚠️ Note: Shared views cannot be edited directly, but you can copy them, make changes, and save under a new name.

Creating a Custom View

From the Student grid, open the dropdown and select Open View Manager.
In the View Manager window:
- New: Start from scratch.
- Copy: Duplicate an existing view and edit it.
- Share: Make a view available to your entire agency.

Columns in View Manager:

Select View (left): Your saved and shared views.
Available Fields (middle): Fields you can add.
Selected Fields (right): Fields currently displayed.

Modifying Fields:

Add: Select a field → click Add (or double-click).
Remove: Select a field → click Remove.
Multiple selection: Hold CTRL while selecting.
Reorder: Use Move Up and Move Down.

💡 You can also drag and drop columns directly in the grid to reorder them in your custom views.

Sort: Use Sort By to set default column order.

💡 Default sort is alphabetical by last name. You can also click column headers in the grid to sort ascending/descending

Setting Your Default View

To return to the system default, select Student List.
To set a custom view as your default:
1. Open View Manager.
2. Select your saved view.
3. Click Set as Default.

Your chosen default will load automatically whenever you access the grid.

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