Documentation
Create a saved view
Saved views are a tool you can use to more easily pull up the data you care about on a specific page in your workspace. Think of saved views as a shortcut that tailors your workspace more to your needs!
You can use saved views to:
- Quickly view potential ambassadors and prospective customers
- Look at what key activities are happening in your community (and who is doing them!)
- and much more!
What types of saved views can I make?
Currently, you can make saved views on the Members tab and the Activities tab. We’ll walk you through how to create one at each of these locations.
Create a saved view on the Members Tab
Saved views can be found at the top of the members table.
After you select the filters you’d like on the members table, click the Save button next to the Saved Views dropdown.
This will open a modal where you can set up your saved view. Give your saved view a name. Then set whether you want it to be a personal view (only viewable by you), or a shared view (viewable by everyone in your workspace). Press Save View when you’re done.
Once you’ve made your saved view, you will see it in the Saved Views dropdown at the top of the members table.
Create a saved view on the Activities Tab
Saved views on the activities tab are found in the top right corner of the page
To create a new filter, click the Filters button and select the filters you’d like to use. Once you’ve selected your filters, click Save as New at the bottom of the Filters modal. This will open a modal where you can set up and save your new saved view.
If you’d like to edit your saved view’s filters click the saved view dropdown, and hover over the saved view you’d like to edit. You should see button appear. Click it, and then select Edit View Filters from the menu.
After you update the filters to your needs, you will see two save options:
- Save Changes will save these changes to your selected saved view
- Save as New will allow you save these changes as a completely new filter.
Choose the one you’d like to use.
How can I edit my saved view?
There are a few things you can edit in your saved view. You can edit:
- the name
- view permissions
Edit a saved view’s name
To edit a saved view’s name, find the saved view in the dropdown, click the […] button, and select Edit Saved View from the menu. This will bring up a modal where you can update the name of the saved view.
Edit a saved view’s permissions
To edit a saved view’s name, find the saved view in the dropdown, click the […] button, and select Edit Saved View from the menu. This will bring up a modal where you can update the view permissions of the saved view to Shared or Personal
How can I delete my saved view?
Go to the saved view in the dropdown, click the […] button and then click Delete Saved View.