Highlighting & Categorization

There is an ability to highlight views in the left sidebar with color and group them by category if needed.

List of Views

To categorize and highlight views in the left sidebar:

  1. Click the Setup link in the top right corner of the window.

  2. Choose the necessary table and click a corresponding tab at the top of the window.

  3. From the menu in the main frame, select Views / Reports > Customize existing views. The system will display the list of existing views.

  4. Click Edit to customize a view you need.

  5. Enter a category name in the Category field and select a color in the Highlight Color field of the General properties section:

    Color & Category

As a result, a new category will be created or a view will be added to the existing category. Also, a view will be highlighted in the left sidebar with the specified color.