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How Do I Save A View Or Save A Custom Report?
How Do I Save A View Or Save A Custom Report?

Save views in Event Temple- Have Event Temple remember my reporting parameters- Build regular reports for my team- Is there not a way to do custom reports- Create new views- How do I make a custom report

Updated over 2 weeks ago

It's possible to create custom reports by manipulating your data tables to give you the information you wish to see:

  1. Customise Filters

  2. Customise Columns 

  3. Select the Save View Button

  4. Select Save as New

  5. Click Next

  6. Add a Name for your Saved View

    1. Optional - add description

  7. Choose whether the view is to be private or shared (see below)

  8. Click Save

Private & Shared Views

Private views are only visible to the user who created them. If shared with Everyone, it can be viewed by anyone in the entire chain, or in the Organization/s chosen.

The owner of the view can edit that view. Other people can pin that view but they won't be able to modify it.

Additional Information

By default, a new shared view will not automatically be pinned by all users. Each user can select which Views to Pin as described above.

Chain Administrators have permission to delete any view in the system, regardless of the owner. Admins of Single Property Organizations have permission to delete any view in the system.

Read-only users cannot save views.

The video below will walk you through the ins and outs of Filtering your data, manipulating your Columns, and saving your Views:

More information on Reporting

Related Articles
How Do I Share a Document Template With Another Property in my Chain?
Introduction to Reporting
Where Can I See a Saved View?
How Do I Save my Pipeline View?
Can I Edit or Modify a Saved Report View from Another User?
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