A saved view allows administrators to create a pre-filtered 'desktop view' based on saved data categories. Once created, administrators can revisit, edit, share, or delete these views at any time. Saved views will always reflect your most up-to-date data based on your selected filter criteria. This functionality makes it convenient for admins to customize their data table to efficiently support their data review needs and complete tasks in Via.
Admins can edit, delete, and share their Saved Views with other admins in your Organization. Admins cannot delete or edit Saved Views created by others, but can save their own view based on it.
To create a Saved View on any dashboard...
- Click on your desired dashboard in the main navigation menu
- Add your preferred columns
- Customize the order and size of the columns as desired
- Filter for your preferred data criteria
- Click +Save View
- Type the Name of your Saved View
- Optional: If you'd like to share this view with other admins, select 'Share view with my organization'
- Click Save
Pro tip: Use saved views to help organize your data based on important tasks...
- Create a personal default view on any dashboard based on your needs.
- I want Via to always show my Submitted Application for all Upcoming terms.
- I want to see all applications in the Conditionally Approved status tagged with 'Deposit Pending' for upcoming terms.
- I want to create a saved view where Via lists all Incomplete Traveler Forms
- I want to view all applications for travelers who are On-site on their program