Create an asset view

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You can use views to organize your asset overview in a way that best suits your unique environment. Views allow you arrange fixed and scrollable columns to best display the information you need, or to filter for specific criteria that is relevant.

Create an asset view

  1. Go to Assets > Views > Edit columns The edit columns icon.

  2. Customize your asset overview:

    • Select Add field(s) to add columns.

    • Drag any column to change the order.

    • Remove any column by selecting Delete.

  3. If you're happy with the view, select Unsaved View > Save as new…

    • If you’d like to revert to the previous view, select Discard changes.

  4. Enter a name for your view.

  5. Select Save as new.

Filter your asset list

  1. Go to Assets > Views > Filters.

  2. Select a field in the Field dropdown.

  3. Select an operation and/or value to filter. Select + to add additional filters.

  4. Select Apply.

  5. If you're happy with the view, select Unsaved View > Save as new…

    • If you’d like to revert to the previous view, select Discard changes.

  6. Enter a name for your view.

  7. Select Save as new.