SuiteProjects Pro Power-Up Series: Tips and Tricks for List Views
In this Power Up Series video, we explore powerful tips and tricks for using list views in SuiteProjects Pro. Some key takeaways:
- List views provide a powerful way to display data without needing to run reports, with full configurability for each user
- Users can personalize their views, apply column and advanced filters, sort data, and lock view columns for easy navigation
- Views can be saved and shared across your organization, making it easy to standardize reporting
- All list views can be exported to CSV or PDF format with just a click
- Saved views can be added directly to dashboards, providing live data that links directly to your projects
- With the BI connector, you can publish list views to Power BI, Excel, or other OData compatible tools
Whether you're tracking project hours, financials, or other key metrics, this session will show you how to get the most out of SuiteProjects Pro's list view capabilities.
Frequently Asked Questions
How can you filter list views to find records?
All list views have column filters that can be used to find records. Additionally, you can create advanced filters to find records using a filter such as "Name contains". Advanced filters can be saved and reused as needed.
Can list views be saved and shared among users?
Yes. With the right permissions, a list view can be saved privately or publicly. If the list view is made public, any user with access to the module can use the same list view.
If a user creates a list view and leaves the organization, can the list view be reassigned or deleted?
Yes. An admin can reassign list view owners, set as public or private and deleted saved list views
Can list views be downloaded? And if so, what are the format options
Yes. List views can be downloaded as excel or pdf formats.
Can you share list views into BI tools?
Yes. Using the BI Connector, list views can be published and viewed with BI tools.
