Using Saved Views in A-Suite Browsers to Create Custom Reports

Save time and streamline your workflows by creating and managing Saved Views in A-Suite browsers.

Saved Views in A-Suite allow you to customize browser screens, save your settings, and return to them anytime. This feature is a powerful way to build custom reports by applying filters, rearranging columns, and organizing data. Learn how to create, update, and manage Saved Views to enhance your productivity.

Table of Contents:

1. Video Walkthrough
2. What Are Saved Views?
3. How to Create a Saved View
4. Managing Saved Views
5. Deleting a Saved View

Video Walkthrough:

Watch this video for a step-by-step guide on creating and managing Saved Views:

What Are Saved Views?

Saved Views are a feature in A-Suite that lets you preserve customized browser screens. By saving your filtered data, rearranged columns, and other settings, you can quickly return to your preferred view at any time without reconfiguring.

How to Create a Saved View:

1. Customize Your Browser View:
   • Apply filters to your data.
   • Add, remove, or rearrange columns as needed.
   • For more information on filtering and customizing your data, check out: https://support.avatarfleet.com/en/knowledge/a-suite-browsers
2. Save the View:
   • Click the Plus Icon (+) next to Saved Views in the top-left corner of the browser screen.
   • Select Add New View to open the naming window.
3. Name and Configure Your View:
   • Enter a name for your Saved View.
   • Optionally, set the view as your Default View by checking the box.
     
     
4. Save Your View:
   • Click Save to finalize. Your Saved View will now appear under the Saved Views menu.

Managing Saved Views:

1. Access Saved Views:
   • Locate your Saved Views by clicking on Saved Views from a browser and selecting the view you want to see. It will open in a new tab.
   • 
2. Using the Kabob Menu (Three Dots):
   • Click the three dots next to the Saved View name to access management options:
     • Revert to View: Undo recent changes to restore the previous configuration.
     • Update View: Save any new changes made to the view.
     • Set as Default View: Automatically load this view when opening the browser.
     • Share View: Share the Saved View with other users.

Deleting a Saved View:

1. Navigate to the Saved Views menu.
2. Hover over the Saved View to be deleted and click the red trash can icon that appears.
3. Confirm the deletion and the view will be permanently removed.