Using Views to Focus on What Matters Most to You

If you haven't experimented with it yet, take a closer look at VIP Professional's Views feature.

Views allow you to fully customize the display for just about any grid-type listing in VIP Professional. You can choose what columns to display, the default sort order, whether or not to group columns, how wide columns are, what font and colors are used, and dozens more characteristics.

This isn't just about appearances -- Views can completely change how you work with VIP Professional. For example, you can have a View in the Reservations Manager that shows you the core details about your reservations. Another View might focus on financial details. Another might focus on the operational details. And so on. You can have as many Views as you want and easily toggle between them depending on what you need to do at that moment.

Also, many reports in VIP Professional are based on the current View -- essentially, any of the pre-defined reports that have "(Dynamic)" in its name is based on the current View (as well as the current Filter). Thus, if you are looking at the Reservations Manager, the Reservations Listing Report (Dynamic) will generate a report that uses the same columns, column order, fonts, and so on as shown on the screen. That's a handy way of getting completely different reports quickly and easily.

VIP Professional comes with many Views pre-defined for you. However, you can easily create your own Views or customize the ones we've provided. Just open the Views Lookup by clicking the lookup button next to the drop-down listing:

That displays the Views Lookup:

Then either create a new View or edit an existing one:

Experiment with the View editor a bit to see what it can do. The main thing to keep in mind is that each column can have its own settings. Plus, there are many settings that apply to the overall View. Try different settings and see how they work together -- they are very powerful and very flexible. You can do a lot with them.

Also, keep in mind that Views can be Public or Private.

A Public View is available to all of your users. A Private View is available just to the person who 'owns' that View (the user to whom the View is assigned). This is very handy as it allows different users to have Views that suit their own personal needs, without cluttering up the View lists of other users (simply by setting personal Views to "Private"). Yet you can also share important or standard Views with all users (simply be setting standard Views to "Public").