How to Use Advanced Filters and Save as Views in Reports to Further Drill Down Data

Reports Views is a powerful feature that supports advanced filtering of data using the system or custom fields. Views can also be saved for future use.

The following are the various features and operations involved while working with reports views:

1. Create a new View
2. Edit a View
3. Edit Settings of a View
4. Set a View as Favorites
5. Remove a View from Favorites
6. Set a View as default
7. Remove a View from default
8. Delete a View

Create a new View

To create a new view, follow the given steps:

1. In the agent portal, click the Reports module and choose the required Dashboard.
2. Click Filter at the right-hand side to open the filter panel.

3. Select the required criteria and click Apply to filter the data without saving it.

4. Select some required criteria and click Save to save the filter conditions as view. The Save View dialog opens.

5. You can name the view and choose access scope and click Save.

6. After the view is successfully saved, it will be listed in the left-side Views panel.

Edit a View

You can edit an existing view by adding or modifying any conditions using the following steps.

1. Select a view from the Views panel.

2. Click the highlighted icon (…) and choose Edit Filter.

3. Modify the saved conditions of the respective view loaded in the filters panel.

4. After modification, click the Save button in the filter panel to save the changes.

Edit Settings of a View

You can edit the settings of a view to change the view name or access scope permission using the following steps.

1. Click the highlighted icon (⋮) and choose Edit Settings of the view whose settings are to be modified from the Views panel. The Edit View dialog opens.

2. You can change the view name or access scope permission or both.

3. After modification, click the Update button in the Edit View dialog to save the changes.

Set a View as Favorites

You can add a view to your favorites list by following the given steps.

1. Click the highlighted icon (⋮) near the View to be added under the favorites list and choose Add to Favorites from the Views panel.

2. After the view is added to favorites, it will be listed in the top with a yellow star icon.

Remove a View from Favorites

You can remove a view from your favorites list in the following way.

Click the highlighted icon (⋮) near the respective view and choose Remove from Favorites to remove the view from favorites.

Set a View as Default

If you set a view as default for a particular dashboard, the selected view will be displayed when you open a dashboard.

To achieve this, click the highlighted icon (⋮) near the required view and choose Set as default.

Remove a View from Default

You can remove a view from default for a particular dashboard in the following way.

Click the highlighted icon (⋮) near the respective view and choose Remove default.

Deleting a View

You can delete a view by using the following steps.

1. Click the highlighted icon (⋮) and choose Delete for the view to be deleted from the Views panel.

2. Click the Yes, Delete button from the Delete This View dialog.