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Subscribing to and Sharing a Custom View - Data IQ®

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 7 months ago

About

You can set up email subscriptions to specific custom views, as well as share URLs to specific custom views.


Steps

Before You Start

  • Before subscribing to or sharing a custom view, take note of the Views button on the top middle. If you see an Asterisk (*) to the left of the view name, it means that you have updated some other filter on this view after initially loading it. If you subscribe to or share the view, what you are seeing in the report at that moment may not be what the report consumer sees, as you are looking at a slightly modified version of a given view.

  • To reload the view to its original state, click the ‘Revert’ button on the top left to revert the view.


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