Choose Your Search Result Layout with View Profiles

You can create multiple display profiles for your searches, allowing you to show different data based on the search type. For driving searches, including kilometers driven is key, while for cost searches, the amount is more important.

Consider these three elements:

1. Saved view profiles (Default is the default)
2. Edit the selected view profile
3. Create a new view profile.

Create a New View Profile

To create a view profile, click the create view profile icon to access the setup form.

Choose the following elements:

• Profile Name:
  This is how your saved view profiles will be labeled.
• Selection Order:
  Enter a number to sort your profiles from lowest to highest.
• Categorize First Column:
  Select Yes to group search results by this column (e.g., employee names).
• Sort Second Column:
  Select Yes to sort this column.
• Summarize Numeric Columns:
  Select Yes to add a sum of numeric values (e.g., Amount) in your results.
• Cost Split:
  Define how split costs appear in your results. Options vary based on your report needs.
  
  • Show All Transactions:
    Includes both original and split costs, resulting in duplicate values.
  • View Original Transaction:
    Only includes the main transaction, providing the correct total but lacking cost type details.
  • Show Split Transactions:
    Includes only split transactions, providing accurate amounts and cost type information.

Column Setup

Customize your layout by selecting up to 50 columns for your search results, with a minimum of one column required.

Choose a label/column and click the right arrow to move it to the selected columns. To remove a column, select it and click the left arrow.

You can also rearrange your selected columns:

Select a column, then use the up arrow to move up and the down arrow to move down.

Click Save when finished.

• See also Example of search profile (View profile)

Selectable columns