How to Save Customized Reports for Easy Access Later

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Within the Exercise.com for Business platform, you can save custom views of your reports – including your preferred filters and date ranges – so you can pull up the same report configuration anytime without having to set it up again.

1. Click the report you want to update.

From the Reports page, click the report you want to save a custom view for.

2. Set your dates and other filters.

Select the filters you want to save as a custom view.

3. Click “Refresh Report.”

Refresh the report to pull in the latest data, including the filters you applied.

4. Click the heart icon to open the Saved Views panel.

Click the heart icon to open the Saved Views panel, where you can see and manage your saved views for this report.

5. Click the + icon to create a new saved view.

Click the + icon inside the Saved Views panel to open the Create View dialog. Enter a name for your view and save your changes.

6. Your saved views are now available for easy access later.

Your saved views will appear in the Saved Views panel the next time you open that report, so you can quickly apply the same filters without starting from scratch.

Any views you save will also appear on the main Reports page in the Saved Reports section to give you quick access to your most-used report configurations without needing to navigate into the report first.

FAQs

How do I update a saved view with new filters?

Set your filters the way you want them, then open the Saved Views panel and click the … menu on the view you want to update. Select Set to current filters and search to overwrite it with your current settings.

Can I rename a saved view?

Yes. Open the Saved Views panel, click the … menu on the view, and select the rename option.

How do I delete a saved view?

Open the Saved Views panel, click the … menu on the view you want to remove, and select delete. You’ll be asked to confirm before the view is permanently removed.

Will my saved views appear on other reports?

No. Saved views are specific to the report they were created on. A view saved on the Revenue report will only appear there — it won’t show up on the Attendance report or any other report.

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1. Click the report you want to update.

From the Reports page, click the report you want to save a custom view for.

2. Set your dates and other filters.

Select the filters you want to save as a custom view.

3. Click “Refresh Report.”

Refresh the report to pull in the latest data, including the filters you applied.

4. Click the heart icon to open the Saved Views panel.

Click the heart icon to open the Saved Views panel, where you can see and manage your saved views for this report.

5. Click the + icon to create a new saved view.

Click the + icon inside the Saved Views panel to open the Create View dialog. Enter a name for your view and save your changes.

6. Your saved views are now available for easy access later.

Your saved views will appear in the Saved Views panel the next time you open that report, so you can quickly apply the same filters without starting from scratch.

FAQs

How do I update a saved view with new filters?

Can I rename a saved view?

Yes. Open the Saved Views panel, click the … menu on the view, and select the rename option.

How do I delete a saved view?

Open the Saved Views panel, click the … menu on the view you want to remove, and select delete. You’ll be asked to confirm before the view is permanently removed.

Will my saved views appear on other reports?

No. Saved views are specific to the report they were created on. A view saved on the Revenue report will only appear there — it won’t show up on the Attendance report or any other report.

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