Save views

After you create a dashboard with widgets you use most often, save the view so that it's ready to use when you need it.

After you build your dashboard or change anything in your current view, like

  • add a widget
  • resize a widget
  • add a filter
  1. Click the Save View button that appears at the top of the page.

    In the window that opens:

  2. Enter the name of your view.

  3. Optional: Add a description with the details of the view or the use case it was created for.

  4. Click the time range and select the range you want.
    Note that the Custom range option copies the current time range of the dashboard.

  5. Click Save
    You can find saved views on the list when you click the Statistics header at the top of the page.

👍

If you work with a view often, click ⭐ next to its name so that it appears as one of your favorites, at the beginning of the list.

If, at any point of dashboard creation, you want to undo your changes click the Revert changes button that appears at the top of the page.

Edit a view

  1. Click the Statistics header at the top of the page and click a view you want to modify.

  2. Make your changes.

  3. Click the Update view button that appears at the top of the page.

Manage views

  1. Click the Statistics header and click more actions icon

    In the window that opens, you can switch between the tabs with All views and Favorites

  2. Hover over more actions icon next to a view's name to

    • edit the view
    • copy a link to the view
    • delete the view
  3. Click Close

📘

The views are saved for a specific user, on the current account. To share views with your team, copy its link.
Favorite views are saved for a specific user and are visible on all the accounts the user logs in to.