Description
The list view is a simpler view in comparison to the columns view. This is basically just a chart that shows all the basic details of each promotion and their respective promotion lines.
List of Fields
- Name: The promotion name/title.
- Customer: The customer associated with the promotion.
- Month: The month the promotion runs.
- Last Modified: Date/time the promotion was last edited.
- Status: Current stage in promotion workflow.
- Total Expected Spend: Total forecasted spend for the promotion.
- View profile icon: Redirection icon that opens the promotion profile. This same action can also be done by just clicking on the promotion.
- Expand row arrow: Dropdown arrow/caret next to promotion name. Expands to show line-level details for multi-line promotions
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- Line Key: Unique identifier for each promotion line/fund type. Allows to distinguish between multiple fund types within one promotion.
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- Product (s): Products included in the promotion.
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- Type: Fund type/promotion type.
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- Account: GL account associated with the fund type. Shows accounting/booking destination for spend.
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- Duration: Start and end dates of the promotion line. Shows timing for each fund type within promotion.
- Rows per page: Pagination control. Adjusts how many promotions display per page.
List View Options
- Set Default View: Save current view settings (filters, sorting) as your default landing view.
- “+ Add” button: Create new promotion manually from list view.
- Import button: Bulk upload promotions from Excel file.
- Export button: Export icon/button (often with CSV/Excel options).
