How to, Create and find Saved Views


You can use Saved Views to save and quickly recall a list of results with Filters and Customizations already applied.  This allows you to quickly access important data.

https://helpcenter-io.s3.amazonaws.com/uploads/erm/O866eiSbn71V46HtQAascCDzZlt0BM0D07UPWqzm.pngpng
Use the "Save Views" button to recall a saved view.

https://helpcenter-io.s3.amazonaws.com/uploads/erm/KHkDQ6jyRzn2nGVaiK6DjYGpWMHKlvgYZLNkXCkj.pngpng
Use the "Save" button to save your current view.

Clicking the Saved Views button will display a list of views, specific to the data you are viewing

https://helpcenter-io.s3.amazonaws.com/uploads/erm/pKkwgPOohFfWalzHsB9myCQtiQtLhgUUr1GdXeF6.pngpng

 

 

Click the View name in the list and it will be recalled along with any filters or table customizations you configured.

 

The Save button will be displayed whenever you modify a view by adding or changing a filter or by modifying the default columns.  Clicking it will open the Save dialog where you can provide a name.  If you are on the Enterprise plan, you will also have the option to mark a view as ‘Private’ which means that the view is only available to you.  Otherwise, Views are shared and visible to all users on your account.

https://helpcenter-io.s3.amazonaws.com/uploads/erm/YTtFFUr5zo6zDK6u8Rlsz9mg9SL7lWBOi4irrLnr.pngpng

 

 

 

My Account

 

Saved Views can also be accessed on the My Account page.  Just click you name in the upper-right and select My Account:

https://helpcenter-io.s3.amazonaws.com/uploads/erm/DhIu0sdGvtpJflPUl0I8GTpfpOuZrsEopi2EA8PW.pngpng

 

 

Look for the Saved Views menu option:

https://helpcenter-io.s3.amazonaws.com/uploads/erm/BCkfAimjeBhpIKYEyS01uX3E7gO5WRuvWhx02cU8.pngpng

 

 

The table will list all views available to you.  Use the linked name or the Open View button to access a Saved View:

https://helpcenter-io.s3.amazonaws.com/uploads/erm/SfyfX9hroD8AvSK5jPbYKoGQEHw7EVImB2dhSV6D.pngpng
https://helpcenter-io.s3.amazonaws.com/uploads/erm/SiO6mM0Pxd6fgJBEjEXf7V9pHqJfb4LZLbsToGmg.pngpng


 

The Filter drop-downs allow you to limit the list to specific forms or other data types:

https://helpcenter-io.s3.amazonaws.com/uploads/erm/R5k2FwSEBMyovGEWSYhnkQBLZZzf83EEsTO263GA.pngpng

 

 

 

If you are an account admin or the View owner, you can also Rename or Delete a Saved View by clicking the down-arrow on the Open View button:

https://helpcenter-io.s3.amazonaws.com/uploads/erm/J26SOlVYzXbuAhvKO4WfDohGAyWqX01dBKsSfzF9.pngpng

 

https://helpcenter-io.s3.amazonaws.com/uploads/erm/neDKuN0jXlap1buqa5yHvYG4Bug1WKwjwxxrblIV.pngpng
If your account is on the Enterprise plan, you can use the Shared button to share/un-share a View.


Was this article helpful?