Custom Views.

Created by Judy Macharia, Modified on Sun, 24 Sep 2023 at 08:35 AM by Judy Macharia


Custom Views are used to create predefined filter and column presets to find lists of clients, users, transactions and many more.

When a Custom View is created it is available for later use under the relevant menu (clients, loans etc.) in the navigation bar.

Managing Custom Views

The Custom View Management menu can be accessed by clicking on the gear button in the top right corner of the screen, on the Views tab.

Once in the menu views can be filtered according to Parent Menu types.

Please Note - There are preset custom views created automatically when a new banking engine environment instance is initiated, such views can be modified as required, and are shown with the banking engine as the "owner".


Creating a Parent Menu

Once in the "Manage My Views" menu you can filter by Parent Menus and add views to your Parent Menus. Parent Menus are the items that will appear in the main Menu in your banking engine application.

Your main menu is highly customisable:

  • You can add as many menu items as needed:

  • You can arrange the order of your menu items:

  • Each menu item can have as many views as needed

  • You can define the Usage Rights for your menus and views per User Role

The banking engine supports various parent menu types which allows pulling relevant data for the respective types. For example, a parent menu for Loan Transactions allows you to pull and filter relevant data such as transaction date, amount, type, branch and these are only a few examples. Furthermore, the banking engine empowers you to filter based on custom fields you have created and customise the columns in your view as needed.

Available Parent Menu Types:

  • Clients

  • Groups

  • Loans

  • Deposits

  • Loan Transactions

  • Deposit Transactions

  • Credit Arrangements

  • Activities

  • Branches

  • Centres

  • Users

  • Communications

Please Note - There are preset parent menus created automatically when a new banking engine instance is initiated, such views can be modified as required, and are shown with the banking engine as the "owner".


Creating a Custom View

To create a new custom view

  • Go to the Parent Menu of your choice

  • Select the appropriate Custom View Type > click "Create New View"

  • Type a View name

  • Select Viewing mode (List or Detail)

  • Create Filters

  • Add Fields

  • User Rights

View Mode
List view shows the information in rows and columns, and detail view shows a list without columns but allows opening each object individually without leaving the view (more on this the View Modes section in this article).

These define the information that is displayed when opening the view.  To create a filter one or more conditions can be specified by selecting fields from the drop down menu along with the specific filtering condition.

For different types of fields there are different filter conditions available:

  • Selection fields allow a single value to be selected per condition.

  • Date fields allow for date ranges or specific dates

  • Alphanumeric fields allow for "starts with" or "equals" conditions.

Please Note - Filters can be based on regular or custom fields. Several filters can be used together to narrow down the results, if "Match any" is selected ANY object that meats at least one filter criteria will be displayed, if "Match all" is selected ALL conditions in the filters must be met to be displayed when opening the view.


Example: a Loan Account view filter with 2 conditions,

  • Where Loan Balance is more than 5000

  • Where Account State is In arrears

  • Match all

Will result in a list of loan accounts with more than 5000 in balance and in arrears.

Fields (columns)
These will be the columns of information displayed in the view. Both Grouped and Standard Custom Fields are available.
To add columns: Search for the desired field in the "available fields" searchbox and click on the column name.

To remove columns: Click on the red "delete" button besides the column name.

  • Include Totals if selected, a sum of numeric fields will be displayed at the bottom of the columns.

  • Include Timestamp: if selected, for date fields the full date/time will be displayed, as defined in the administration menu.

User Rights
Only the user roles selected can see the view, the creator of the view will always have access to it.

Editing Existing Views

Edit or Delete Custom Views
Click on "Actions" next to the Custom View, and click on edit or delete. A view can also be edited or edited once open, clicking on "Actions" on the top right corner.

On the Fly Editing
You can edit the filters or columns of your view and see the changes applied immediately, by clicking on edit filter or edit columns. This is useful when you want to see info different from the usual workflows or if you want to tweak your view.

Changes to the view can be saved or discarded easily, after you have edited the view you can click on Actions and either Save Changes or Reset View.

Rearranging the order of Custom Views
Click on the "rearrange views" button in the Custom View admin area, then drag and drop the views in the desired order.

Opening a Custom View

The views that are created or that are usable by your user role will be found in the navigation bar under their respective object: client views under clients, loan account views under loans and so on. There will always be a "view all" option to be able to create a view on the fly.

View Modes

There are two viewing modes that you can switch by clicking the toggle (three bars or "hamburger") button.

List View:  gives you all your selected columns, fully sortable with totals for quick data analysis, sorting and reporting.

Details View:  allows you to see your clients and accounts in context to the custom view and other accounts: edit fields, disburse loans, review accounts and much more without having to open new tabs or lose context of what you’re looking at.

Please Note: The view mode can be set for each custom view, so any users opening it will see the selected view mode by default.


Favourite Views

Any View can be added to the user's Dashboard as a favourite view, this allows easier access to the view.

Additionally, any favourite views will have the number of items (clients, loans, transactions) displayed next to it, to get a quick idea of how many items are currently included in the view.

To add/remove a view to your favourite views , click on the star next to the view's name, if the star is yellow that means the view has been added to the favourites for the current user.

Quick Lookup on Custom Views

You can make on-the-fly (quick lookup) searches on Custom Views, by going to the "View" button above the main menu bar.

This is useful for users that need to do a quick lookup on certain custom view types from time to time and instead of having to create menu items for the respective type of search, the user can simply go to "View", choose the custom view type to do a search and proceed with setting up filters and columns, just like on any other custom view.

Please Note - A user can do on the fly searches on custom view types for which the user already has permission to view/manage. For example, a quick search on Clients can be performed if user already has "View Client Details" permission enabled.


Export to Excel

All custom views can be exported to excel, to allow for the information to be used in further analysis, reports and many more.
This can be done via export button:


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