Overview
Create saved views of your most important and recurring structures that you need for tax, compliance, or any other purposes.
Guide
How to create a “Saved View”
*Note* - Saved Views capture a snapshot of your customized screen, including the date
Tailor the chart to your needs then save the view;
- Select the perspective
- Use the filters (e.g. location, asset classes, …)
- Blend in desired information (e.g. values, tax IDs, etc)
- Click on the “star” button, type the name and press Enter
How to open a “saved view”
.gif?table=block&id=4c064ac2-bcad-43a1-9634-158f8fd569de&cache=v2)
How to manage your existing view
- Rename an existing “Saved View”
- Delete a “Saved View”
.gif?table=block&id=92f64969-dca8-4e9c-8831-a6b5a7ef27f4&cache=v2)