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
Steps:
Choose date range and select desired filters
Tap
Saved Viewsin the top right corner of the reportEnter a title under
Name of new view& tapSave
👀 Saved views are usable by all back office users within the same store.
Set a New Default Favorite for a Report
Steps:
Tap
Saved Viewsin the top right corner of the reportTap the ☆ icon next to the Saved view you'd like to set as the new default favorite
👩💻 Default favorites are unique to each back office user login.
Switch Between Different Saved Views
Steps:
Tap
Saved Viewsin the top right corner of the reportTap on a Saved View from the list of options
📑 Any changes made on an unsaved reporting view will be lost when switching to a saved view.
Delete a Saved View
Steps:
Tap
Saved Viewsin the top right corner of the reportTap the 🗑️ icon next to the Saved View you'd like to delete
Tap
Deleteon the popup window to confirm the choice
🗑️ Deleted views will be lost across all store users, & cannot be recovered later.
Note:
Saved views is not currently available on all reporting pages.