Views:
  1. This can be done from any list - Chart of Accounts, Customer, Vendor, etc.
  2. Go to Chart of Accounts
  3. Enter a Filter - such as Date Filter
  4. In the Filter dropdown area, there is a Views option at the bottom
  5. Select Save View As...
  6. The system will ask for a Name - the system defaults the name of the list you are on.  I add the filter at the end
  7. The system asks where you what Activity Group you would like to place it in
  8. The next time you log in you will see the Saved View in the Activity Group