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Saving Report & Dashboard Filters and Parameters

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Users might want to save a new set of filters and parameters in reports and dashboards. For instance, sales only for the first 6 months of a year, or only for a region, or only for some item classes.

Saving Changes

There are two types of ways to save such changes:

  • Saving a Custom View. For instance, Joe makes changes to his dashboard to only focus on a set of products. He can decide if this changed view is private or public to his peers.

  • Changing the Template with new filter and parameter settings. This change will be available for all users. Only users with Editing rights (Explorer (can publish)) might make such a change. For instance, when starting Mar 2020, a dashboard is changed to show information for Mar 2020. Now all users view the dashboard with March 2020 data. Next month, the dashboard can be saved for Apr 2020.

Custom Views

  • Change the report or dashboard as needed.

  • Click the View: Desc icon on the middle-top or middle-bottom section.

    • The Custom View window opens.

    • Name the custom view. Ex.: 2020 04 Apr

    • Check boxes for Make it my default and/or Make it public as desired.

    • Click Save.

  • To access existing views, modify, delete, or save new ones, click again the View: Desc icon, and click the options on the popup window as needed.

    • Click the Manage icon to change existing custom views.

Changing the Official/Original Parameter Value

  • On the report or dashboard, click the Edit icon on the top or bottom right.

  • Make changes as needed.

  • To save the changes, click File Save (or Save As).

    • Important notes:

      • If you only see Save As, it’s because you don’t have rights to overwrite this template.

      • The out of the box templates available in the ClientSite project are maintained by DataSelf.

      • Save your customized templates into other projects. For instance, save a customized 360-View dashboard into the Management project.

  • To exit the edit mode, click FileClose.

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