Creating Saved Views


  1. Login to E-rate Manager: https://erm.fundsforlearning.com/login

  2. Navigate to Forms section, i.e. Form 470 or Form 471

  3. Click on Add Filters (More on Filters: click here)

  4. Select an Attribute, Condition, and add a Value

  5. Click Apply Filter button

    https://helpcenter-io.s3.amazonaws.com/uploads/erm/usYteHwH6OY4VguDaOLjCN6P0T7HUAYJI6GNuUL7-Creating_Views_apply_button.png
  6. To add the filtered results table to as a Saved View, click Save link, top right

    https://helpcenter-io.s3.amazonaws.com/uploads/erm/E9Ngc4QZtImaufJqZoQwknaXX1ywtRgnwFOvGeo3-Saved_Views_link.png
  7. Enter a name for your new view in the modal window and click Save button

    https://helpcenter-io.s3.amazonaws.com/uploads/erm/EpvaPHQ3GdlHVy2yGKoS3uO2ushQz5XG5xKnuPj8-Saved_Views_Modal_Save.png


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