Jobstream 9: Smart Views

See any information you want in a format of your choice.

Filtering

Create your own versions of smart views by using our built-in filtering capabilities. For example you can filter by:

  • Entities: Status, Group, Personnel, Extension
  • Bills: Office, Approval status, Payment status, Date, Amount
  • Users: Current user, Specified user, Depending on manager, Depending on department

Multiple columns

There are extra columns in the output of the Smart View, so that more useful information can be included:

  • Multiple dates
  • Amounts
  • Names as well as reference numbers
  • Responsible staff

Drill down

You can create summary smart views leading to detailed smart views leading to drill down to specific records, for example:

  • Group un-signed-off contacts by KYC class
  • Drill down to contacts within a specific KYC class
  • Drill down to specific contact records
  • Group new entities in the last month by type - or administrator/manager/director
  • Drill down to list of entities within each category
  • Drill down to specific entity record

This publication is copyright © Jobstream Group plc 2013. Jobstream Group plc believes the information in this publication to be accurate as of the date of publication. The information contained within this publication replaces any previous statement on the matter. The contents of this publication are, however, subject to change without notice. Jobstream Group plc accepts no responsibility for any error contained within this publication. Reproduction of this publication or any section therein may not take place without the prior written consent of Jobstream Group plc. E&OE.