Within Charts, admins and managers can view custom or recommended filter views to refer back to at any time. With saved views, employees can track progress on initiatives or top-priority KPIs.
Create a saved view
To create a saved view:
Navigate to Charts.
Managers: Navigate to Reporting > Charts.
Admin: Navigate to Admin > Analytics > Charts.
Choose a data point, then set your parameters by selecting any filters, time periods, or breakdowns.
Select the Save view button located on the top right of the page.
Enter a name for the view, then select Save.
Access a saved view
To view and manage a custom saved view:
Navigate to the Saved View page:
Managers: Navigate to Reporting > Charts > My views.
Admin: Navigate to Admin > Analytics > Charts > My views.
Click on the desired view.
Manage your saved view:
Delete any saved views by clicking the ellipsis (...) > Delete.
Rename a view by clicking into a view > select the pencil icon > Save.
To view pre-built templates for saved views:
Navigate to Templates:
Managers: Navigate to Reporting > Explorer > Templates.
Admin: Navigate to Admin > Analytics > Explorer > Templates.
Select the desired view.