Within the Analytics Explorer, 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 the Analytics Explorer.
- Managers: Navigate to Reporting > Explorer.
- Admin: Navigate to Admin > Analytics > 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.
Access a saved view
To view and manage a custom saved view:
- Navigate to the Saved View page:
- Managers: Navigate to Reporting > Explorer > Saved view.
- Admin: Navigate to Admin > Analytics > Explorer > Saved view.
- 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 a recommended saved view:
- Navigate to Recommended:
- Managers: Navigate to Reporting > Explorer > Saved view > Recommended.
- Admin: Navigate to Admin > Analytics > Explorer > Saved view > Recommended.
- Click on the desired view.