Overview
If you regularly work with the same set of columns and filters, don’t rebuild it every time. Save your setup as a custom view and access it in seconds.
Key benefits
Save filtered views for quick reuse
Switch between views instantly
Favorite important views for one-click access
How to save a new view
Click Manage view
Click Save as new view
Enter a name for your view
Click Save
How to access a saved view
Click My views
Select your saved view
Click Apply
How to add a view to favorites
Click My views
Click the bookmark icon next to the view name
Once marked as a favorite, it will appear alongside the default Core Drivers and Core Values views in the All Users tab.
Pro tip: Favorite the views you use weekly to keep your workflow faster.
How to delete a saved view
Click My views
Select your saved view
Click Apply
Click Manage view
Click the three dots in the upper-right corner
Select Remove view
Click Yes, delete to confirm
Once deleted, the view cannot be restored.
FAQs
Can I edit a saved view?
To modify a view, apply it first, adjust the columns or filters, then save it again as a new view.
Can I have multiple favorite views?
Yes. You can favorite multiple views for faster access in the All Users tab.