Version: Yurbi v11
Role: Agent and higher
Permission: Agent with view permission to the dashboard
Saving a view allows you to keep hold of your filter settings for future use. This is particularly useful if you have configured multiple filters (text-based, date-based, or numeric-based) on your dashboard.
You can save your settings in two ways: by creating a new view (Save As) or by replacing an existing one (Overwrite). The option to choose depends on whether you are a dashboard owner or not.
It is also important to know if you are working with a Global View, set up and managed by the Dashboard Owner, or a Personal View, which is customized by and for you. Personal Views are only visible to you when logged in.
Saving a View as New
Both dashboard owners and non-owners can use this feature.
Let us dive into the process:
Click the Save this View button located on the far right of the main screen.
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A drop-down menu will appear. Within this menu, click the Save As button.
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Create a name for your new view
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Click the Save
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Your newly saved view can be found under the Saved Views button.
Overwriting an Existing View
This feature is only accessible to dashboard owners.
Let us dive into the process:
Click the Save this View button located on the far right of the main screen.
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From the drop-down menu, click the Overwrite Existing View button.
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To see your updated view, click on the Saved Views
button and select it.
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And there you have it! Now you can save or overwrite an existing view to save your filter configurations!