Creating a Custom View

Custom Views can be a useful way to see a specific list of children (or other data), and to save that view for future use. 

Custom Views can be used for bulk actions such as emailing a specific group. 

To create a new Custom View

1. Go to the children tab
2. Click on the arrow next to the pre saved Custom Views and select "New Custom View" from the bottom of the list
3. Update Key information for the New Custom View you wish to create, noting the following
   • Update the name of the view at the top of the screen
   • When specifying criteria using the option of "contains" can ensure greater flexibility in filters.
   • Multiple criteria can be added as either and "and" or "or" criteria. Simply change between and / or by clicking on the word and / or
   • Add extra columns to the standard view by selecting them from all available columns
   • 
4. Click Save

To learn more about specific data fields or criteria (which are handy for use in filters) click here.