Saved Views in Tres are a powerful and convenient feature that allows users to quickly access customized data sets with a single click. By combining filters, values, and formatting options, users can define exactly what they want to see—and how they want to see it—across various Tres data areas such as Clients, Travelers, Trips, Payments, Activities, and Suppliers.
In this module, Your Data, Your Way!, you are learning to master the following skills:
- What is a Table View vs. a Report View
- How to customize columns, sort the data, create a new view and update an existing view.
- How to access saved views
🚀 Choose Your Training Method
Select the method that suits your learning style:
- New User Checklist: An in-app guide that walks you through essential tasks.
- Live Training Sessions: Join scheduled classes and Q&A sessions. View and Register for Classes
- Knowledge Base Articles: Detailed articles to read and follow along within Tres.
- Training recordings for those who prefer to learn visually and at their own pace.
🧭 In-Tres Guidance:
Look for the ‘Guide Me’ button in certain areas of the program. It provides step-by-step assistance for various features within Tres.
📚 Knowledge Base Articles
Your Data, Your way!
- Views-in-Tres - View the data you need. Add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen.
Ready to move to the next module? Click the link below to access Module 7.
Need a Refresher? Click the link below to access Modules 1, 2 3, 4 or 5.
💡Related Articles:
Tres Training Program Overview
Tres Training Program for the New Advisor - Module 1: Client Essentials: Client & Traveler Profiles
Tres Training Program for the New Advisor - Module 3: Stay Organized!
Tres Training Program for the New Advisor - Module 4: Save time and be Efficient!
Tres Training Program for the New Advisor - Module 5: WOW your Clients!
Tres Training Program for the New Advisor - Module 7: Track your Performance!
We’re excited to have you on board and are committed to supporting your journey with Tres. For additional assistance, don’t hesitate to join a live chat session with our experienced support staff by by clicking on the red Chat button in the lower right of this screen or email support@trestechnologies.com.