How to Save List Views in Business Central
In this how-to video, UG Expert Dave Wiser describes how to save list views in Business Central.
This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.
Key Takeaways
- Purpose of list views: In this video, Dave explains how to save list views in Business Central, emphasizing the convenience of filtering and saving filters for various lists like Chart of Accounts, Customers, Vendors, and Items, to easily access specific records and improve efficiency.
- Chart of Accounts: Dave shows how to save filtered list views, starting with the Chart of Accounts, by setting filters for specific account types and saving them for easy future access.
- Ease of use: Next, he demonstrates the ease of saving filtered views in Business Central, such as the posting accounts from the Chart of Accounts. He explains that these saved views are accessible even with the filter pane closed and introduces the use of flow filters for date ranges, highlighting the ability to use shortcuts like ‘W’ for the working date, which enhances the functionality and user experience.
- Add filters: Changing the working date updates the saved filtered view of posting accounts, ensuring the data is current. Dave also shows how to add and save additional filters, like excluding accounts with no net change, to further refine the list view.
- Saved filters: Lastly, Dave reviews saved filters, showing how they automatically update to reflect changes in the working date, and encourages users to experiment with different filter scenarios to access timely data efficiently.
