Saved Views allow you to quickly return to frequently used reports in the platform without having to reapply filters, date ranges, or other settings. This feature helps you save time and maintain consistency when reviewing data.
What You’ll See in Saved Views
- Add View Button: Located at the top of any report, near the default page name. This is where you can create a new saved view.
- Saved Views Toolbar: Displays your custom views inside the platform. You can click any saved view to instantly reload the associated filters and settings.
- Edit Options: A pencil icon next to each view allows you to rename or delete it based on your needs.
How to Use Saved Views
1. Navigate to a View
Use the Side Navigation Menu to choose a view (e.g., Student Usage, Teacher Usage).
Select the specific view you want to access.
2. Customize the View
Apply relevant filters, date ranges, or other settings to tailor the data.
3. Create a Saved View
Click the Add View button at the top of the report.
Enter a descriptive name (e.g., ACT Prep – Weekly Usage) in the pop-up window.
Click Save.
4. Access a Saved View
Open the platform where the report lives.
Click the name of your saved view from the toolbar.
Your view will reload with all saved filters and settings applied.
Best Practices
- Manage Saved Views: Rename or delete views as your needs change by clicking the pencil icon.
- Use Multiple Views: Save different versions of the same report to compare various data sets (e.g., by class, teacher, or time frame).
- Recurring Reports: Saved Views are great if you tend to consistently download the same report.
Summary
Saved Views simplify your reporting workflow by preserving custom settings for fast, consistent access. Use this feature to streamline your data review and compare multiple perspectives efficiently.
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Need Help?
- Chat: Available directly in the MasteryPrep Platform