How do I customize left panel views in Expense reports app?

Views are the filters that are easily accessible from the left navigation menu. Views can be configured as per your needs in the left side navigation of the Expense Reports dashboard. Lets have a quick look at the following steps.

Steps to Configure Left Panel Views in Expense Reports

1. Log in and access Expense Reports App  from your universal navigation menu bar.
2. Click on "More" icon and select “Settings” icon located at the app header bar.
   
3. Select "Customize App" drop down. Click on "Views" from left navigation panel.
   
4. In views, the following menu types are found.You can select all your desired menu types by clicking on "Toggle" button.
   
5. Select at least one “Menu view” to be displayed on the dashboard. If not, a Warning pop-up will appear when clicking update.
   
   • By queue
   • To follow up
   • Pipeline
   • Recently created
   • By sales stage
   • By market
   • By Territories
   • My Views
   • Shared Views
   • All Expense Reports
   • Quick Links
6. You can view the enabled views in left navigation panel of the "Expense Reports App" home dashboard.
   
   

Related Links

Read more about:

• Customize markets
  
• Customize reports
  
• Customize default 360 App
  
• Customize data level access