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Save a custom report view

Save a useful combination of filters and columns so you can return to it without setting everything up again.

Written by Releventful Support

Save a useful combination of filters and columns so you can return to it without setting everything up again.

Steps

  1. Open the report you want to use as a starting point.

  2. Set the date choices, filters and visible columns you need.

  3. Use the report's Save Report or Save As control and give the saved view a clear name.

  4. If sharing options are offered, choose who should be able to use the view.

  5. Open the saved view and check its settings.

Saving a view does not change records

A saved report stores a way of viewing your data; it does not edit the events, invoices or payments underneath it. You do not need to reset or delete the original report just to keep a useful custom view.

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