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Custom View - Info - Data IQ®

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

Info


After you have set up your filters and parameters to meet the need of a specific report consumer, you may save this combination of filters and parameters as a preset called a Custom View.

  • Custom views may be saved as private or saved as a public view for easy access by others.

  • You may also set a custom view as your ‘default’ so that it automatically loads the filter and parameter presets you have saved on the specific interactive report or dashboard.

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

  • You cannot assign a custom view to another individual as their default view. However, you can share a link to a custom view with them, and they can save it as their default.


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