How do I create a Cloud view

How do I create a Cloud view

CaseWare Cloud is a powerful platform that offers auditors a number of collaboration and job administration tools.  It also allows senior team members to get an overall, ‘helicopter view’ of key information for the engagements they are responsible for through Cloud views.  

A number of predefined SMSF Audit views have been set up, however you also have the ability to setup your own views, and views for both staff and contacts - this is done by accessing Firm Settings from the Cloud menu:



Note: You will require Firm Admin access to be able to access Firm Settings. If you do not see Firm Setting on your Cloud menu, please contact your site Administrator for access.

Once in Firm Settings, select Customization | Views Management.

Here you will find of all the views available in your Cloud site. For example, the views available in our Files page are:



To create a new view, click the New button and choose the type of view you want to create. This will launch the Views Management dialog that where you can create you view - complete the following steps:

1. Name – The name of your view

2. Description – Internal description for further identification

3. Availability – Use this option if you want to share your view with staff and/or contacts

4. Columns – The box on the left (a) contains a list of information that can be included to a Cloud view. The box on the right (b) shows the information you have selected for your view. Use the left and right arrow buttons to include and exclude these column options. You can also sort the order of the selected columns for your view using the up and down arrow buttons

5. Save – Click to finish and save your view settings



Back out in the Views Management dialog, you can now select your view from the list to Edit, Set as the Default view for your staff, contacts or both, limit the Availability, or Delete the view.



Now, when you browse to the relevant Cloud page, you will find your new view available in the Views drop down list.



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