Add a View Workflow and Checklist
1/2
Basic Workflow
The same general five-step workflow is used to create all views.
Sort, Group, and Total
Adjust Formatting
Add Filters
Show/Hide Columns
Save the View
to determine how rows are sorted and to add groups, row counts, subtotals, and grand totals
to optimize the visual presentation
to determine the records included in the view
to determine what data is displayed for each record, and the order from left to right of the selected columns
View parameters are saved and accessible for faster, future access
Add a View Workflow and Checklist
2/2
Create a New View Checklist
Prior to clicking "Start" on this course, you were prompted to download the Create A New View Checklist job aid. Keep it handy for future reference. This checklist includes all standard options and features available when configuring a view. If you missed the download:
- Click "Restart Course"
- Click the document icon
- Click the download icon in the upper-right corner of the document preview window.
Click the checklist image to view it in fullscreen mode
Add a View Workflow and Checklist
Momentus Education
Created on February 19, 2026
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Transcript
Add a View Workflow and Checklist
1/2
Basic Workflow
The same general five-step workflow is used to create all views.
Sort, Group, and Total
Adjust Formatting
Add Filters
Show/Hide Columns
Save the View
to determine how rows are sorted and to add groups, row counts, subtotals, and grand totals
to optimize the visual presentation
to determine the records included in the view
to determine what data is displayed for each record, and the order from left to right of the selected columns
View parameters are saved and accessible for faster, future access
Add a View Workflow and Checklist
2/2
Create a New View Checklist
Prior to clicking "Start" on this course, you were prompted to download the Create A New View Checklist job aid. Keep it handy for future reference. This checklist includes all standard options and features available when configuring a view. If you missed the download:
Click the checklist image to view it in fullscreen mode