Save and share report views

A saved view remembers how you like a report laid out — its columns and headings, sort and filters — so you can return to it in one click. Views keep their period as a relative window, so "last month to today" stays current every time you open it.

Save a view

1. Open a report and set its filters.
2. To change the columns or sort, click Run report first and arrange them the way you want. Without a run, the view keeps the report's default columns.
3. Click Views beside the column settings, then Save current layout as a view… at the bottom of the menu.
4. Enter a Name. Tick Open this report with this view to make it the default for this report.
5. Click Save.

Save current layout as a view… is available once a property (and a period, where the report has one) is chosen. The number on Views counts the saved views you can use on this report — your own and those shared with you.

Use, update and delete views

Open Views on the report:

• Click a view's name to apply it. A tick marks the view you're on. Back to the report's defaults removes it again.
• Click the pencil to update the view to the current layout.
• Click the trash icon to delete it. This removes only your saved layout.

Your views also appear on the Reports landing page under Your saved views. Views that colleagues have shared with you are listed under Shared with you, with the owner's name.

Share a view

1. Open Views and click the share icon next to your view.
2. Choose who can open it:
   • Private — only you.
   • Everyone in your organisation — signed-in colleagues can open it read-only. Each of them still sees only the properties they have access to.
   • Anyone with the link — no sign-in required. Choose when the link expires under Link expires after.
3. Click Save. Saving a new link keeps the window open so you can copy it; click Done when you have.

Whoever opens a shared view sees the report run fresh with current data, not a snapshot.

Change a link

• Change the expiry: pick a new date under Link expires after and click Save. The link stays the same, so anyone you've already sent it to can keep using it.
• Replace the link: click New link, then Replace link. The old link stops working for everyone who has it; send the new one to the people who should still see the report.
• Turn the link off: click Revoke link, or choose Private or Everyone in your organisation and save.