In this article we'll explain how to create groups for better organisation of your saved report views. As you create more views to simplify your reporting process, organising the views into groups will help simplify reporting management and navigation.
A few things to know about groups:
- Groups can be created in any report
- Create as many groups as needed
- All Users with report viewing permissions can see and navigate group views
- Only Users with editing permissions can modify or delete groups
- Deleting a group will also delete all views within it
- Each view can only belong to one group at a time but can be easily moved between groups
- Views within groups function the same as those outside, offering the same actions
Select a link to take you to the section you need or scroll down the page to find it:
Steps to create a Group
- Open any report
- Select Views:
- Select Group views
- Give the Group a name
- Select any existing views you'd like to move to the group:
- Select Save group
- You will now see your group with a count indicating how many views are in the group:
- Repeat steps 2 to 6 to add more groups as/if required
Steps to move a saved view to a Group
- Open any report
- Select Views:
- Find the view you want to share, and select Actions:
- If the view is already in a group, you'll need to open the group first:
- Select Move
- Search for and/or select a group:
The selected group now has an updated view count to reflect the changes that have been made.
Steps to apply a view in a Group
- Open any report
- Select Views:
- Find the group the view is in, and select Actions:
- Select Open. You will now see all the views in the group
- Find the view you want to apply, and select Actions:
- Select Make active. The view is applied instantly
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