Saving a new view

To save a specific, filtered view of the data displayed in the portal:

  1. Open the My Views list.
  2. Click SAVE AS NEW.
  3. Type a name for the view and an optional description.
  4. Click SAVE.

    The star icon on the My Views button becomes solid and the name of the view replaces My View on the button.

When you save a current view, all active filters are saved, including specific dashboard tab filters.

Parent topic: Using My Views