How to Use Custom Views and Exports? -BETA

Custom Views and Exports allows you to customize your test data export to contain only the information you need and with the save function your custom export is stored and can be shared with the entire organization for easy accress.

Table of Contents

1. Create a New Custom View
2. Edit a Default View
3. Save a User Created Custom View

Create a New Custom View

1. Select Data Mgmt from the ForneyTools navigation menu. 
   
   
2. Select the icon to the right of any column to open the Edit menu.
3. From the Edit Menu, to select Columns, Sort Order, Column postion,  of your desired data to include in your Custom View.
   
   
4. Click the Apply button to activate your choices. 
   
   

Edit a Default View

1. Select Data Mgmt from the ForneyTools navigation menu. 
   
   
2. Use the --Select Export-- drop-down to select a default view. 
   
   
3. Select the icon to the right of any column to open the Edit menu.
4. From the Edit Menu, to select Columns, Sort Order, Column postion,  of your desired data to include in your Custom View.
   
   
5. Click the Apply button to activate your choices. 
   
   

Save a User Created Custom View.

1. Use the Save button to create a new entry for a Custom view
2. Use Save As to save any edits made to an already created Custom View. 
   
   
3. After selecting your desired name, click Save to record changes.