Permissions are required to customize filters and columns. Click here to learn how to view your permissions.
Only you can access the customized filters, columns, and views you create/save.
Click Org Tools > Account/Member Admin in the left-hand navigation menu.
Click the Accounts/Members tab.
Click Customize Filters.
Set the filters as desired.
Click Apply.
To control the columns visible on the screen and their order:
Click Customize Columns.
Scroll through the Available Columns to find the desired column(s) to add.
To the right of the desired field, click + Add.
Scroll through the Selected Columns to find the column(s) to remove.
To the right of the desired field, click - Remove.
Optionally, to set the Selected Column order, use the three horizontal lines to drag and drop.
Click Apply.
To re-use this view, click Save.
To default this view, click Default View.
If not defaulting, give a name to this view in the text box.
Click Save View.