View profiles and search result customization in Acubiz

Instead of relying on fixed standard data, a view profile allows you to optimize and tailor your data display to your specific workflow. This enables you to highlight the most relevant information for your current task—such as mileage for travel logs or amounts for expense management.

A view profile controls the following parameters:

• Column Configuration (Layout): Select and arrange the exact data fields (columns) to be displayed (from 1 to 50 columns) in the sequence that best suits your needs.

• Sorting and Structuring: Define the sort order and choose whether to group results based on the primary column, with the option for secondary sorting.

• Data Processing: Enable automatic summation of numerical values (e.g., amounts) at the bottom of the overview.

• Expense Split Display: Determine how split expenses are presented in the report (e.g., displaying all transactions, only the original transaction, or only the split elements).

In short: The view profile provides the flexibility to design, save, and reuse a customized data layout tailored to your specific requirements.

1. List of shared and personal view profiles
2. Edit the selected view profile
3. Create a new view profile.

Create New view Profile

Click the icon for create view profile to go to the setup page.

Guidelines for Configuring View Profiles and Layouts

When creating or editing a view profile, the following parameters and configurations must be defined:

1. View Profile Configuration

• Profile Name: Enter a unique and descriptive name to identify the view profile.

• Sort Order: Enter a numerical value to define the profile's priority and positioning in the overview.

• Categorization (1st Column): Select Yes to group search results based on the first column.

• Sorting (2nd Column): Select Yes to enable sorting for the data in the second column.

• Summation of Numerical Values: Select Yes to automatically sum amounts in the search results.

2. Cost Split Management

Define how split costs should be presented in the report. Select one of the following three display options:

3. Column Setup

The personal layout can be customized with between 1 and 50 columns using the following functions:

• Add columns: Select the desired column/label in the overview and click the right arrow to move it to the list of selected columns.

• Remove columns: Select the column in the list of selected columns and click the left arrow to remove it from the view.

• Adjust order: Modify the order of the selected columns by selecting a column and using the up arrow or down arrow.

Select the column and use the up arrow and down arrow.

Press save to finish.

• See also Example of Search Profile (view Profile)

Available Columns