Lattice admins can save their custom filter views within the Analytics Explorer to reference metrics again without having to build a new report each time. Admins can track progress on initiatives or top priority KPIs.
Before you start
- Saved Views are only available to admins when the Analytics Explorer is accessed through the admin panel.
- Saved reports are required to be named and can be renamed at any point.
Creating Saved Views
To create a Saved View:
- Navigate to the Analytics Explorer by clicking on Admin > Explorer.
- Choose a data point, then set your parameters by selecting any filters, time periods, or breakdowns.
- Click on the blue Save view button located on the top right of the page.
- Enter a name for the view, then click Save.
To access and manage a Saved View:
- Navigate to Admin > Saved views.
- From the Saved views page, you can delete any saved views by clicking the ellipsis (...) next to a view > and then selecting Delete.
- You can also rename a view by clicking into a view and selecting the pencil icon next to the name of the report > then click Save.