Custom Views

Custom Views allow you to create a report with only the columns you need, making data analysis more efficient.

Why should you use Custom Views?

• Default reports contain numerous columns that may not always be necessary.
• For example, if you need a list of leads with only Lead Name and Contact Number, a Custom View can help remove unwanted columns.
• If you need a report by Lead Owner, you can create a view that includes Lead Name, Lead Owner, Vehicle Interested In, Phone Number, Address, and Date of Birth.
• Using different views saves time and allows easy application of custom filters.

Steps to Create a Custom View:

1. Load the report first (Custom Views cannot be created until a report is loaded).
2. Click on the Views List button as shown in the following image.
   
3. This will open the Manage Views window as shown in the following image.
   
4. Enter a name for your view in the View Name field.
5. Select the columns you want to include in your report.
6. Click Save.

Using a Custom View

Once saved, the new view will appear in the Views List. To use a saved view, open the View List, select the view, and load the report.

Modifying or Deleting a Custom View

1. Open the Manage Views window.
2. In the Existing Views section, find your saved view.
3. To delete a view, click on the Delete button.
4. To modify a view, click on the view name. The settings will appear in the upper pane where the view was created.