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Views & Reporting

3 Docs

Searching and Views

Last Updated: 27 November 2025

What is a View? A view is a set of records shown in a particular way. Views decide which records appear in a list and what information is displayed about them. You can switch between views to focus on different types of records, and even create personalized views to save specific filters or layouts! To...

Exporting Data from PELHAM

Last Updated: 11 November 2025

How to export data from PELHAM into Excel Data can be exported from PELHAM from a variety of views depending on the information you are looking for. Some useful data sets to export are: 1 – Select a view from PELHAM to export data from 2 – You will then see the ‘Export to Excel’...

Creating a new view

Last Updated: 11 November 2025