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 the "Saved View" button, select "Create a View," enter a name, and press Enter
How to set a “Relative Date”
When creating a saved view, you can set a relative date filter that automatically updates each time you open the view. For example, if you choose "Today" as your date filter, the saved view will always show data for the current date when you open it - not the date when you created the view.
This dynamic date filtering ensures your saved views stay relevant without manual updates. If you open the same saved view on different days, it will automatically adjust to show the current day's data.
How to open a “saved view”
How to manage your existing view
- Rename an existing “Saved View”
- Delete a “Saved View”
- Update Filters
