How do I save a View?

A View saves your report settings so you can use them again. A saved view keeps:

• Show report for and When communicating with
• All other filters you’ve applied
• Your page layout

The date range is not saved. It is only used for the report you are looking at now.

You can also use a view to power alerts, scheduled reports or the Extension.

You need permission to manage scheduled reports before Save View and Load View appear.

Save a view

1. Open the report you want to use, and set Show report for, When communicating with and any Filters.

   

2. Click Save View and give your view a name.

3. Optionally, under Use this View for, tick what you want the view to power. Each one has its own guide:

   • Extension: create your Extension settings
   • Alert: create an alert
   • Scheduled Report: create a scheduled report

4. Click Save.

Edit a saved view

1. Click Load View, choose the view, then click Load.
2. Change the filters.
3. Click Update View, then Save.

Need help or have feedback?

Email us at [email protected]. We’re happy to help.