How do I create a default table view? (Account Owners & Program Managers)

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Creating a table view is an easy way to customize the information that is visible to you. By making it your default view, it will be the first thing you see when you navigate to that table.

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1. Create your preferred table view by adding/removing columns and/or filtering/sorting them.

2. When you are satisfied with your table view, click the Edit Saved Views link at the top of the table.

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3. Save your view by typing in a name and clicking Save View +

4. Lastly, check the Default box to make this the view that is automatically shown every time you are on this screen!

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