The save/load option aims to optimize your time for settings you use every day or frequently. So, you can accomplish three main actions:
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
If you’re saving the report for the first time, you’ll see an Unsaved View on the upper right side of the add-on menu.
Press the “Save as” button to start settings.
2. Enter the View name and press “Save”.
You can save all current settings except Keys and Status transitions filtering.
You can also choose the access type to save the View. It can be PRIVATE or ORGANIZATION.
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.
With PRIVATE access, only you can make changes to the View.
3. To load the View just choose the one you need from the existing Views and click on it.
Now, as you’ve got your report saved, the “Save as” button will change to the name of the View.
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” :
Open the Save&Load menu by clicking the arrow.
Enter the name and submit it.
You can save up to 200 presets.
Editing/Deleting
Click the pencil icon to modify the report you need.
By pushing the trash bin icon, you’ll start deleting a View.
Only the owner can delete report Views. Other users can only choose and load it.
If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net
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