Manage Views
Available for plans: Standard - Free, Standard, Premium, Enterprise and Ultimate. |
| A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics. |
Save a New View
To create a view, open the dashboard, make your selections, and click Save View.
The saved view includes all selections that you made to the current page in list, toggle, range, date, chart, compare table, and global filter widgets.
You can set new view as default one by selecting Make my default view.
Manage Saved Views
To set your default view or delete a view, click Manage Views.
Limitations
You can create up to 10 views per dashboard and choose one as the default that shows when you open the dashboard. All your saved views are listed in the view menu.