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Save your favorite configurations/reports or the ones you use regularly;
Load the required view you’d like to work with;
Export the saved template to CSV/Excel.
Configuration
Press If you are saving the view for the first time, you will see the “Select Save View” button. Press it to start settings.
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2. Enter the View name and press “Save as a new View” “Save”.[screen]
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| Info |
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You can save all current settings except Keys and Status transitions filtering. |
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If you want every person from your organization to have access to this View and can make changes to it, enable the “Share with my organization” toggle.[scene]
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With PRIVATE access, only you can make changes to the View.
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Now, as you’ve got your report saved and View selected, the “Select View” button will change to the name of the View.[screen]
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If you make any updates to the saved View, you can save this preset as a new one ➡ press “Save as new View” or return the changes to the previous user settings ➡ press “Reset” :
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