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Step 5 of 10 in See the business view: reports, pricing and margin

Manage board views

Create, switch, rename, duplicate and delete saved views on your Reports and Insights board.

  • Brand admin
  • Designer
  • Product developer
  • Production manager
  • Merchandiser and e-commerce
  • Not verified yet

Under review. This page is published while we check it against the live app, so some details may have changed.

A view is a saved set of widgets with its own layout and filters. Keep one view per audience or purpose, for example one for sampling and one for production. All view actions are saved immediately.

Reports and Insightsview selector

Note

You can have up to 12 views. At that point the menu item reads Up to 12 views and New view and Duplicate are unavailable.

Switch to another view

  1. Open the view selector

    Click the button at the top left of the board. It shows the name of your current view.

  2. Select a view

    Under Views, select the view you want.

The page address now contains the view, so you can bookmark or share a link to it. Opening the page later reopens the view you looked at last.

Create a view

  1. Click "New view"

    In the view selector, click New view.

  2. Name the view

    In the New view dialog, enter a name in the Name field and confirm. An empty name is ignored.

You should now see an empty view. Click Add widget to fill it.

Rename, duplicate or delete the current view

The lower section of the view selector is headed with the name of the open view and acts on that view.

  • Rename: opens the Rename view dialog with the current name filled in.
  • Duplicate: creates a copy called the same name followed by copy, with every widget, layout and filter, and opens it.
  • Delete: opens the Delete view dialog. It asks Delete "name" and the widgets arranged on it? This cannot be undone. Delete is not offered when you only have one view.

Warning

Deleting a view removes its widgets and their filters. Duplicate the view first if you want to keep a copy.

While you are customising the layout, you can still rename, but switching, New view, Duplicate and Delete are unavailable. The menu shows Save or cancel your changes to switch views.