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Work with custom views

Custom views are Profiles views that have been set up by you or that have been shared with you.

Save a custom view

To save a view so that you can apply it at any time:

  1. Apply your custom filtering, sorting, column selection, and column order.

  2. Select Save view next to the drop-down to apply a view. The Save view dialog is displayed.

    Save profiles view dialog.
  3. Name the view. Choose the share option if you'd like to share this view with everyone in your organization.

  4. Select Save. Your options are applied, and the view is saved in the drop-down.

Your custom views are only visible to you unless you share them.

Edit a custom view

To make changes to a custom view:

  1. Apply your changes to your custom view's filtering, sorting, column selection, and column order.

  2. Select Save view next to the drop-down to apply a view. The Save view dialog is displayed.

    Dialog allowing you to save updates to a view or create a new view.
  3. Select the Update <view name> option to update your custom view for everyone. Select Create new view to save your changes as a new view.

  4. Select Save to apply your selected option.

Rename or delete a custom view

Hover over the name of your custom view in the drop-down to view the additional option icons for that view.

View drop-down menu with additional option icons shown on hovering over an item.

To delete one of your custom views, select the Delete Delete view icon button. icon. You can only delete views you have created, not views that have been shared with you.

To rename a custom view:

  1. Select the Edit name Edit view icon icon.

  2. Rename the view. Choose the share option to share the view with everyone in your organization.

    Edit view dialog shown on clicking Edit view name button next to a view name.
  3. Select Save. Your view name is updated in the drop-down.

Additional information