Customizing Your View

You have the option to customize your view with the different tools in Orion to make sure that they are showing you the most relevant and impactful information.

Filters, Columns, and Groupings

Use and customize filters, groupings, and columns in most grid views across most apps in Orion. Utilize filters to exclude or include specific data in the grid, making it easier to narrow the results down to remove information that is not needed. Groupings work like folders and are a way to organize your data to help you locate certain things. Enable, disable, or re-arrange columns to your desired location within the grid to view data that only pertains to your workflow. As a best practice, save your settings after applying your customized view. Review the sections below to learn how to customize, save your view, and maximize efficiency!

Create Filters

Use Case: Create a filter to view households with a current value of $500,000 or more.

Underneath the Filters dropdown, select Add Filters.

(1) Select the variable you would like to filter by.

(2) Set the filter parameters (equal to, greater than, less than, etc.)

(3) Input the value or result you're filtering for.

Following the use case above, this filter is set to: Current Value is greater than or equal to 500000.
Then, press Add. If you click Done, that will collapse the Filters dropdown.

Double-click on the filter to remove it.

What does the grid view look like after applying the filter?

Enable, Disable, or Re-arrange Columns

Use Case: Enable the "Cancel Date" column for easier account auditing.

Under the Columns dropdown, select Show Disabled Columns.

To add columns, check the box next to one that is currently not checked.
To remove columns, uncheck the box next to the currently checked column.
Re-arrange them to your desired location by dragging and dropping them in place.
Following the use case above, check the box next to Cancel Date and move it directly after the Active column. This helps you locate any accounts that are inactive but not correctly canceled.

What does the grid view look like after enabling/disabling columns?

Create Groupings

Use Case: Create a grouping that shows the account ID and value of the account at the asset level.

(1) Determine what you would like to group by.

Following the use case above, select Account ID.

(2) Select if you would like the order to be ascending, descending, etc. Then, click Yes or No for Collapsed depending on if you want the grouping to be collapsed or not.

Following the use case above, select item count (asc).

(3) Determine if you want any column aggregators.

Following the use case above, click the None button next to Value until it shows Sum. This allows you to view the sum of all assets within that account.
Check the box next to Visible when collapsed to view the account value when the grouping is collapsed.
Press Add. If you click Done, that collapses the Groupings dropdown.

Double-click on a grouping to remove it.
Click Expand or Collapse to change the view in the grid.

What does the grid view look like after applying groupings?

Save Your Custom View

Save or create a new view to save the changes you made to filters, columns, or groupings.

Above the Filters, Columns, and Groupings dropdowns:

Click on the pencil icon and select Save As New View.

If you want to add this to an existing view, click on the dropdown next to the pencil icon and select the corresponding view. Then, click on the pencil icon and select Save Changes.

Enter a Name for the view and select either Private or Global for visibility.

Private means that this view is only for you, whereas Global means that anyone within your Firm who has access to your database can use the custom view you created.

If you would like to make this view your default, check the box next to Set as Default.

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