How do I save a View?

A View saves your report settings so you can use them again. A saved view keeps:

• Show report for and When communicating with
• All other filters you’ve applied
• Your page layout

The date range is not saved. It is only used for the report you are looking at now.

You can also use a view to power alerts, scheduled reports or the Extension.

You need permission to manage scheduled reports before Save View and Load View appear.

Save a view

1. Open the report you want to use, and set Show report for, When communicating with and any Filters.

   

2. Click Save View and give your view a name.

3. Optionally, under Use this View for, tick what you want the view to power. Each one has its own guide:

   • Extension: create your Extension settings
   • Alert: create an alert
   • Scheduled Report: create a scheduled report

4. Click Save.

Edit a saved view

1. Click Load View, choose the view, then click Load.
2. Change the filters.
3. Click Update View, then Save.

Need help or have feedback?

Email us at support@timetoreply.com. We’re happy to help.