How To: Save a View/Report
To save a view , click on the three dot ellipsis and select Save View or Save View As.
Save View will override the previous version of the report
Save View As will create a new version of the report and will require a new report name
Select My Default if you wish to have this view as your Default view. When you enter this view in the future, this configuration will be your personal Default report.
Share Options are available when saving a new view
Share with Others will allow other employees to access your view configuration, however these users will only see data and employees to which they have access.
When you share a view, other users will access this view on their drop down list of saved views
Share With All will allow all employees to access your view configuration, however these users will only see data and employees to which they have access.
This option allows you to set the Default view for other users.
When you share a view as default, other users will have this view as their default when they first enter this view
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