Choose your search result layout with view profiles

You can create one or more display profiles yourself for your searches. This means that, depending on the search, you can display data on different display profiles. It can be important to include the number of kilometers driven when you search for driving, and it is more important to include the amount when you search for costs.

There are three elements to consider:

1. List of already saved view's profiles (Default is the default)
2. Edit the list selected view's profile
3. Create a new view profile.

Create a new view profile

Want to create a view profile, click on the create view profile icon and you get to the setup form for a new view profile.

Decide on the following elements:

• Profil name:
  This is the name you will see in the list of saved view profiles
• Selection order
  Enter a numeric value that will sort your created view profiles from low --> highest value.
• Categorise the first column
  Select Yes to this, if you want grouped search results by column. Ex. first column being an employee name.
• Sort the second column
  Select Yes to this, if you want the second column sorted in order.
• Summarise numeric columns
  Select Yes to this, if you want a summation of numerical values (eg. Amount) as an extra line in your search results.
• Cost split
  If a cost has been split between several accounts, you will be able to define how these should be displayed in the search results. The various options can be both relevant and not relevant, depending on what you want in your report.
  
  • Show all transactions
    Here, both the original transaction and the split costs will be included in the report. This will give duplicate values ​​for the same transaction as both the amount on the main transaction and the split transactions are included in the report.
  • View the original transaction
    Here, only the main transaction will be included in the report. Gives correct amount in the report, but no details about the cost type.
  • Show split transactions
    Here, only the split transactions will be included in the report. Gives correct amounts in the report as well as correct information about the cost type.

Column setup

You can choose your own personal layout and select the columns that have the information you want in the search result. You can select up to 50 columns, and at least one column.

Select a label/column and press the arrow to the right, to get it over to the selected columns. Remove columns by selecting the selected columns and press the arrow to the left - this removes the column.

You can also change the order of your chosen columns:

Select column, move the arrow up, move down with the down arrow.

Press Save when done.

• See also Example of search profile (View profile)

Selectable columns