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      How to customize and save reporting views

      This article explains how to use the Saved Views feature in Reporting to create, manage, and switch between customized report views.

      Introduction 

      With the Saved Views tool in reporting, users can customize and save different report views. Users can also quickly switch between saved views, and set default favorites to generate when they first open a new report!

      Save a Reporting View

      Directions

      1. Choose the date range and select desired filters.

      2. Tap Saved Views in the top right corner of the report.

      3. Enter a title under Name of new view & tap Save.

      ✏️ Note - Saved views are usable by all Back Office users within the same store.

      Set a New Default Favorite for a Report

      Directions

      1. Tap Saved Views in the top right corner of the report.

      2. Tap the ☆ icon next to the desired view to set it as the new default.

      ✏️ Note -  Default favorites are unique to each Back Office user login.

      Switch Between Different Saved Views

      Directions 

      1. Tap Saved Views in the top right corner of the report.

      2. Tap on a Saved View from the list of options.

      ⚠️ Caution - Any changes made on an unsaved reporting view will be lost when switching to a saved view.

      Delete a Saved View

      Directions 

      1. Tap Saved Views in the top right corner of the report.

      2. To delete a Saved View, click the 🗑️ icon to delete it. 

      3. Tap Delete on the popup window to confirm the choice.

      🚨 Warning - Deleted views will be lost across all store users, & cannot be recovered later.

      ✏️ Note - Saved views are not currently available on all reporting pages.