How to Create a People View

You can create an unlimited amount of ‘People Views’. These allow you to filter certain people based a criteria that you specify.

To create a People View, select People from the Admin area menu.

Click on the ‘View’ dropdown on the top of the page and look for ‘Create People View’ under the ‘Custom Views’ heading.

Once the page loads, enter in a name, description and specify the filter criteria the same way as you would to generate a Standard Report.

Scroll to the bottom of the page and select the fields to display by ‘drag and drop’ fields from Available Fields to the Fields to Display area.

To save, click ‘Save’ and you will instantly see a list of people that matches the criteria that you have set up.

Was this article helpful?
0 out of 0 found this helpful