Create a Custom View

  • Click on the view dropdown menu in the top left
  • Click the “Create View” button
  • Give the view a name
  • Specify your filter criteria (you may have more than one)
  • Choose which columns you would like to appear in the view
  • Select which users can see the view

If you don’t have an option to share the view with anyone, it’s because you are the only user in your demo account!