Saved Views of Dashboards

When you review dashboards in Analysis, Fundraising dashboards, you can use filters to include only records that meet specific criteria. For frequently-used filter selections, we recommend you save their view for your personal reuse. To apply saved filters to the metrics for current analysis based on their criteria, select their view from the View menu.

Tip: To quickly reset the filters and clear your selections, choose "Default view" from the View menu.

  1. In Analysis, Fundraising dashboards, select the filters to apply to the dashboard.

  2. Select Unsaved View, Save current view.

  3. To help identify the filter settings, enter a name for their view.

  4. Choose which filters to include in the saved view.

    Note: Any filters you don't include in the saved view use their default values, and filters set to All or no value aren't included.

  5. Select Save.

To change the name of a saved view:

  1. From the View menu, select the saved view.

  2. From the view's menu, select Rename.

  3. Enter a new name to help identify the view.

  4. Select Save.

To remove a saved view you no longer need:

  1. From the View menu, select the saved view.

  2. From the view's menu, select Delete.

  3. Select Delete.

Note: Your saved views are for your own personal use and don't appear for others at your organization.