Overview
You use Saved Views to preserve your preferred dashboard settings, such as filters, column arrangements, and sorting preferences. Saving customized layouts enables you to access your most critical data instantly, set favorite views, and share configurations with your team.
Note: Note: You cannot save custom views for the following dashboards: Claims, Residential Tax Requests, YoY Tax Amount Changes, Flashlines, ELD Projection, TPS End of Cycle, and Portfolio Overview.
Steps
Navigate to your target dashboard.
Select your preferred filters.
Select your preferred columns.
Click Save View.
Enter a Name for your view and an optional Description.
Click Save.
The view will appear under the Personal tab.
Tip: You can edit, share, or delete a saved view by clicking the vertical ellipsis. If you enable sharing, it will be accessible to everyone within your organization.
Outcome
You have saved a customized dashboard view containing your preferred filters and columns. Your saved configuration is instantly accessible from the Personal tab, eliminating the need to manually re-apply settings during your next session.