📊 Refinements to Custom Views

We’ve enhanced Custom Views to ensure a seamless, reliable experience—so you can create, modify, and save views effortlessly.

👀 What’s Improved?

✅ Smoother collaboration when sharing views with your team.
✅ More consistent performance when applying filters, rearranging columns, or renaming views.

🛠️ How to Set Up & Use Custom Views

Custom Views let you filter, organize, and save segmented views of your data—acting as custom reports tailored to your workflow. Here’s how to set one up:

🔹 Step 1: Pick an existing view as a starting point and click Edit View (top right on any list screen).

🔹 Step 2: Select the columns you want to display and rearrange them as needed on the right.

🔹 Step 3: Apply one or more filters to refine your results.

🔹 Step 4: Save your view as a private view or share it with your team.

🔹 Step 5 (Optional): Favorite your views, rename or delete them by going to Saved Views (top right). You can scroll the tabs to the right if you have many views.

Custom Views act as custom reports, allowing you to segment and analyze your data effortlessly. Give it a try and let us know what you think! 🚀

👉 [ Try It Now! ]

🔍 Looking for similar updates? Try these search keywords:
#CustomViews #CustomReports #Efficiency #OperationalTracking #SeamlessHandoffs #TeamVisibility