How do I Save a Custom View/Report in Channeltivity?

Modified on Mon, 17 Feb at 4:24 PM

You can save a custom View/Report in Channeltivity by clicking the ellipsis icon in the top right > "Save As." 


The "Save View as" window will appear with the below options:

  • New View - save a new view with the current fields/columns
  • Overwrite Existing View - overwrite a previously saved view with the changes from the current view


How Do I Access Views/Reports That I've Saved?


Once you save a view/report, it will appear in the "Saved Views" section of the lister configuration menu.


How Do I Delete Custom Views/Reports That I've Saved?


To delete an existing view, select "Manage Views" and click the "X" next to the view you want to delete > Save.



Related Documentation: 


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