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Edit or Delete a Saved View in Goals

Once you have created a saved view from your Goals Homepage, you may find that the view is no longer relevant the way it exists currently....

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Written by Adam Kroboth

Once you have created a saved view from your Goals Homepage, you may find that the view is no longer relevant the way it exists currently. Lattice allows you to edit or delete saved views so you can keep the filters that are the most pertinent to you.

Edit a view

  1. Navigate to the Goals.

  2. Navigate to the Views dropdown and select a view.

  3. Select Edit.

  4. A popup modal will appear –– Rename your view and Save.

  5. If you wish to delete your view instead, select Delete.

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