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.