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”
How to manage your existing view
- Rename an existing “Saved View”
- Delete a “Saved View”
