Data filtering is required in a wide range of strategies or solutions. Filtering means that data can be set in a way to display most relevant information for a user without including other data that can be repetitive, irrelevant or even sensitive. 


The Open Orders screen allows you to create custom views to only display the type of data you need to see or specific orders based on your set filtering. 


Custom views can be set up for stagnant selection of views and data based on your needs, by creating a new view using the Manage Views option:



Once you have created, named and set the visibility and sharing options for the new view in the Order View Manager screen, go back to the Open Orders tab, select the view tab and click on the cogwheel icon for View Settings:



Here you can tick the columns and the details within the columns you want to be displayed, set the sorting order and any filters you want to be applied to your view. Additionally, you can add Hot Buttons for quick access to your most commonly used actions.



In addition to applying the filtered as a saved option as custom views, you can add quick filters on your views whether you need to sort them by any further means and/or temporarily:



See here for full details on working with views in the Open Orders screen.


In the old Open Orders screen, the views can be created by clicking on the + symbol on the view tabs line. To edit existing views, click on the downwards arrow icon next to the view name. 




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