As you become more familiar with our reporting dashboards and workbooks, you can create custom views, called Documents! When you first view Insights from Reports, the dashboards will display default views. As you become comfortable adding filters, drilling down data workbooks, and creating unique views of your data, you’ll want to save these for easy access.
In this how to guide, we’ll explore how to save and edit your custom views and access them from My Documents in the workbook menu.
Quick navigation tips:
- Hover state: Hover over data points to see the specific data value or hover over visualizations to reveal the more options (...) menu.
- More Options (...) menu: In the top right corner of every dashboard and workbook, you’ll see the More Options (...) menu. Click Maximize Element to explore the underlying data or click the three dots to view export options.
- Workbook menu: Located at the bottom of the embedded analytics. You’ll see a folder icon which opens the workbook menu. This can be used to access your saved views in My Documents. You’ll also see the option to Schedule Export.
- Document: Refers to a saved version/view of the workbooks.
Creating personalized views (documents):
- At the bottom right corner near the embedded workbook tabs, you’ll notice a red Save As button. This can be used to create customized views for easy access.
- For example, if you commonly use specific filters, you can use this feature to create unique dashboard views. Please note: You cannot currently share views across user logins. Any views are saved for your specific account and are only visible to you.
- Give your view a unique name for easy access.
- For example, if you are adding filters for rolling 6 months, you may want to add that to the title “Data for last 6 months”. This will help you find saved views in My Documents as you add new versions over time.
- Click Create Folder if you’d like to create a new folder.
- Click Save to save your view. You’ll see the page refresh once saved. The red Save As button will then display as Edit when viewing a saved document.
- Your documents can be accessed from the workbook menu in the bottom left corner of the embed.
- Click My Documents to view available saved documents.
- To add to your favorites, hover over the name of the document and click the Star icon to favorite.
- To open a saved document, click on the name of the document. You’ll see the page refresh and the Save As button will display as Edit when viewing a saved document.
- If at any point you are viewing a document but would like to return to the default dashboard settings, click on the workbook menu. You’ll see the name of the embed listed at the top with a navigation menu below.
- For example, the Back to (…) link at the top of the menu might display Revenue Insights to return to the default settings. You can use this to return to the main dashboard view at any time or by refreshing the page.
Edit and publish documents:
- Open the document.
- Click Edit, located in the bottom right corner of the embed.
- Make your changes in the workbook.
- Important: Click Publish to ensure that your changes have been saved. The button will be inactive until changes are made to the document.
Rename and move documents:
- Open the document from the workbook menu.
- Click Rename, located in the workbook menu actions.
- A modal will pop up that allows you to rename your document.
- To move the document to a created folder, click Move located in the workbook menu actions.
- Open the document from the workbook menu.
- Click Delete, located in the workbook menu actions.
- A modal will pop up that will confirm that you would like to delete your document.
Advanced Actions: Creating and editing page tabs
- Each page has a menu. As a user, you’ll see a caret icon on the tab of each workbook. When you are editing a saved document, you’ll have a few additional options in the Pages and page tabs menu toolbar.
- Delete: Allows you to delete a page tab.
- Rename: Allows you to rename a page tab.
- Hide/Unhide: Allows you to hide or unhide any hidden page tabs.
- Add New Page: Click the Plus (+) to add a new workbook page. This allows you to create completely unique data tables, visualizations, and pivot tables from scratch.
- As these actions are fairly complex for most average users, we recommend starting by using filters and transforming the existing data sets unless you are comfortable building your own tables and data visualizations in similar spreadsheet options.
- Stay tuned for additional training materials and videos on how to use advanced reporting actions.
Now that you’ve learned how to save and edit your views, make sure to explore our other reporting guides to get the most out of our new Reporting Insights.