Create a Saved View (Records)

Video Overview:

3.1.1_Create a Saved View (Records)

To create a Saved View in your Records Browser, arrange your Dashboard to display your preferred fields.

You can do this by right clicking to add or remove fields.

Selecting a Term from a Dropdown Column

And typing in a search term

Now, you can select the Eyeball Icon to create your saved view.

Here you'll be prompted to fill out a few more remaining details about your view.

First, Type in a Name for your View.

Next, select which column you'd like the data sorted by.

Finally, select the order in which you'd like your columns organized.

Click save and you'll now be able to access this Saved View of your Records without inputting all of the filters you set up!