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Saved views

Create and manage saved dashboard views.

Dashboard . 3 min read

Overview

Saved views let you create multiple dashboard configurations and switch between them quickly.

Creating a saved view

  1. Customize your dashboard layout and widgets.
  2. Click Save View.
  3. Enter a name for the view.
  4. Choose whether to make it your default view.

Switching views

Use the view dropdown at the top of the dashboard to switch between saved views.

Sharing views

Administrators can share saved views with the team:

  1. Open the saved view.
  2. Click Share.
  3. Select team members or roles.
  4. Click Save.

Deleting views

Click the gear icon next to a saved view and select Delete. Your default view cannot be deleted.

Tip: Create role-specific views (e.g., Manager View, Finance View) to help team members focus on relevant data.