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Creating a Custom View in a Report

You can save a set of column filters and input selections as a custom view in a report on the Command Center.

You can create a custom views only from the default view of a report. The Save as view option is not available in a custom view. When you create a custom view, column filters are saved, and the tables display only the filtered data. If you want to remove the column filters, go back to the default view and create a different custom view.

When you create a custom view in a report, only you can see the custom view as an option in the list at the top of the report.

Procedure

  1. From the navigation pane, click Reports.

    The Reports page appears.

  2. Click a report.
  3. Configure any of the available column filters and input selections.
  4. At the top-right of the page, click Save as view.

    The Create view dialog box appears.

  5. In the View name box, enter a title for the view.
  6. Optional: To make this the default view of the report, select Set as default.
  7. Click Save.

    The view appears as an option in a list at the top of the report.

Last modified: 8/31/2020 5:21:09 PM