Saved Views

Saving a view on a search page allows you to quickly access your customized search results later. Once you've modified your search results, you can save the customization as a Saved View for later use.

This article covers the following:

• Saving a Search as a Saved View
• Running a Saved View
• Updating a Saved View
• Deleting a Saved View

Saving a Search as a Saved View

1. Perform a search.
2. Customize the filters and column layout to display the results as you need.

3. Click the Save View button at the top right of the page.

   

4. In the Saved View Name field, enter a name.

   

5. Click Save. A confirmation message displays.

Running a Saved View

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You can execute a new search from a Saved View on a Search page or from the Saved Views panel on the homepage.

From a Search Page

Saved views can be accessed from any of the following search pages: Matters, Invoices, Budgets, Fee Offers and Fee Structures.

1. Navigate to the relevant search page.

2. From the Saved Views drop-down list, select the saved view to run it.

   

   The results list includes the records that match the search filters with the column configuration and displays the information in the layout as when it was saved to the view.

From the Homepage

1. On the Homepage, in the Saved Views panel, the last five Matter and Invoice saved views display.

   

2. Run a Saved View:
   • If the appropriate Saved View shows in the list, click the link to run it and display the relevant search page.
   • If the Saved View does not display:

     1. Click the View All link in the top-right corner of the panel. The Managed Saved Views page displays.

        

     2. Filter the list to locate the appropriate Saved View.
     3. Click the link to run the Saved View.
3. The Search page displays.

Updating a Saved View

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You can update a Saved View by editing the search filters and column configuration of the search results list. When finished, choose to either update the current view or create a new Saved View.

1. From the search page, modify the Saved View as needed.
2. Click the Save View button.
3. Choose an action:
   • Select Update Saved View to replace the current view with the revised configuration. A confirmation message displays.

   • Select Save View to save the current configuration as a new view. The Save View window displays.

     

     1. Type a unique name in the Saved View Name field.
     2. Optionally, mark the check box Save a copy to Analytics tab. This places a link to your Saved View on the Analytics page for ease of accessing custom operational reports.
     3. Click Save.

Deleting a Saved View

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You can delete an existing Saved View if you no longer need it.

1. Click the View All button on the Saved Views homepage panel.

   

   The Manage Saved Views window displays.

2. Place a check mark next to the view(s) you wish to delete.

3. Click Delete.

   

The Saved View is removed.