View the data you need and generate useful reports by utilizing the manage columns and manage views functionality. These features allow you to add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen.
Views are available in Travelers, Clients, Trips, Payments, Suppliers, and Activities. To select a view, customize your columns, create a new view, or update a current view, click the Manage Views button on the upper right side of the screen.
Your saved views are displayed at the bottom of the dropdown menu. Views with the icon are public views, and accessible to all users. Views with the
icon are private views, and are only accessible to a single user who created them.
Note:
Public views can only be created by users with Admin or Manager permissions.
Tres does not currently come with default views. To create your first view, click Column Customization and follow the steps below. To create subsequent views, customize your columns and filters again and click Save as a New View. A popup will appear allowing you to enter a view name, set the view to private or public, and mark as the default view. Click Save New View.
To use an existing view as your default, select the view from the list and click Set Current View as Default.
Column Customization
Change column data by clicking the down arrow and selecting an option from the dropdown menu or remove the column by clicking the X button next to it.
To add a new column, click the + Add New Column button and select an option from the dropdown menu.
Columns can be reordered by clicking the icon and dragging the column to the desired location.
Once your columns are set, click Apply.
Set filters to further narrow down your search results. Once your filters are set, click the Manage Views button again and then click Save as a New View.
A popup will appear allowing you to enter a view name, set the view to private or public, and mark as the default view. Click Save New View.