Step 1:

...

Enter View Name

1. Before creating a View, open a record from that tab. E.G If Creating For example, if creating a View under Flight Legs, open a Flight Leg to use as a reference and identify what fields are required to use as a filter.

2. Navigate to the Tab and click Create New View :(screenshot 1)

3. Name the List View and select the Visibility.(screenshot 2)

Expand
title Screenshot
Image RemovedImage Added Image Added

Step 2:

...

Enter a name for the View and the View Unique Name will automatically populate (screenshot 1. 1 from above) and save.

...

On the right of the screen the Filters window will appear (screenshot 2)

Specify Filter Criteria

Specify to see all the records under that Tab or only the ones your

...

user has created

...

(screenshot 3)

Expand
title Screenshot
Image Removed

Step 3: Add the filters

Image Added

1. Apply the appropriate Filters to the View. The best way to start is to think of what Information information you do not want to see. see (screenshot 34)

   1. E.G. Flight Legs that are currently in the planning Planning stage or those that are Cancelled. So the below filter is applied: Leg Status not = Planning or Cancelled : (screenshot 34. 1)

2. Next, filter out the information required (screenshot 34. 2 - 34. 3)

   1. E.G. All Flight Legs Dispatch by ExecuJet UK Ltd. Company X Flight Legs that take off in the next 7 days. The screenshot below shows how to apply these filters:

3. Note: For a list of all relative Date Values that can be applied to Views & Reports please click here:

   https://help.salesforce.com/HTViewHelpDoc?id=custom_dates.htm&language=en_US

4. Finally, in this example, we want to see those Flight Legs that do not have a PIC OR SIC OR Cabin assigned to them. The screenshot below demonstrates this. The Blank Value show shows that we want to see results where the PIC, SIC or Cabin 1 name = Blank (screenshot 3. 4)

5. In order to show OR logic, change the filter logic to look like the below. OR Statements must always be defined using ( and ). If your View has only AND statements, then you don't need to use the filter logic at all : (screenshot 34. 5)
    

Expand
title Screenshot
Image RemovedImage Added

Step

...

3:

...

Select fields to Display

Select the Fields you want to be displayed on the report . (screenshot 4 - 5)

Expand
title Screenshots
Image Added

Step 4: Restrict Visibility

Select who can see this List View

Click Save

Expand
title Screenshots
Image RemovedImage RemovedImage Added