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Create custom profile views and share them with your organization

A profile view determines which of your Product applications are displayed on the Profiles page.

In this tutorial, we will create a library of profile views and share some with other users in your organization.

We are creating the following views:

Product applications assigned to you

This view shows all open product applications that are assigned to you.

Open the Profiles tab.
Open the views drop-down and select the All applicant profiles view from the Quick views section.
Select the Filter drop-down.
For the Status filter, open the 1 of 5 selected drop-down and select Applied and In review.
Select Add a filter to add a second view filter.
Set the filter to Assignee Is and select your username.
Select Save view and enter Applications assigned to me in the View name field.
Select Save. Your new view appears in the Views you created section of the views drop-down.

New US company product applications

This view shows new product applications from US companies, with the most recent applications displayed first. We will share this view with all users in your organization.

Open the Profiles tab.
Open the views drop-down and select the All applicant profiles view from the Quick views section.
Select the Filter drop-down.
Select Add a filter to add a second view filter.
Set the filter to Entity type is Company.
Select Add a filter to add a third view filter. Set the filter to Country of address is one of United States.
Select the Sort drop-down.
Select Add a sort and sort by Creation date, Newest first.
Select Save view and enter New US company product applications in the View name field. Check Share this view with your organization.
Select Save. Your new view appears in the Views you created section of the views drop-down.
The shared view icon shows that the view is shared with your organization.

Unresolved PEP or sanction matches

This view shows all monitored or new product applications with unresolved PEPs or sanctions matches. We will share this view with all users in your organization.

Open the Profiles tab.
Open the views drop-down and select the All applicant profiles view from the Quick views section.
Select the Filter drop-down.
For the Status filter, open the 1 of 5 selected drop-down and select Applied, Approved, and In review.
Select Add a filter to add a second view filter.
Set the filter to Screening matches and check the Unresolved PEP match and Unresolved sanction match filter options.
Select the Columns drop-down.
Check the boxes next to the PEP and Sanction columns to include them in the view.
Select Save view and enter Unresolved PEP or sanction matches in the View name field. Check Share this view with your organization.
Select Save. Your new view appears in the Views you created section of the views drop-down.
The shared view icon shows that the view is shared with your organization.

Additional information

In this section: