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
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F0be0d735-28c2-4a7c-ba9e-bc64232c1eac%2Fapp-withorca_2023-4-30.gif?table=block&id=b3e1e839-6d7c-408a-9913-753cbd624fdf&cache=v2)
How to open a “saved view”
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F346b4a15-6277-4fe9-b787-eaa80143758a%2Fapp-withorca_2023-4-30_(1).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”
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F8c0588f0-1f9f-4858-be75-3c517a6dc412%2Fapp-withorca_2023-4-30_(2).gif?table=block&id=92f64969-dca8-4e9c-8831-a6b5a7ef27f4&cache=v2)