Save a view’s filters and column settings

Save the current view’s filter and column settings. Use the saved settings to switch quickly between different data of interest in the same view. For example, you could save a view that shows only certain queues, agents, or metrics, then change the view to show other data and save the view again. Now you can switch between those saved views. You can also save detail views that show aggregate data for groups of agents, queues, or DNIS numbers. 

You can save view settings in the following views: 

Save a view’s current settings

1. Select Performance > Workspace.
2. Select the view that you want to save. 
3. Use the filter and column customization features for the view to show and organize the information you want.
   Customization options to consider include:
   • Filter by media types
   • Filter by interaction details
   • Filter by user or queue
   • Show or hide columns
   • Reorder columns
   Note: Each view has its own filtering abilities and column options. For more information about each view’s customization options, see its article.
4. To save the view with your filter and column settings, click Save View . The Save view pane opens.
5. To save the view, click Save View As.
6. In the View Name field, enter a name for the view.
7. To select a date range for the saved view, select a Default time period.
   The date range is relative to the day that you use the saved view, not the day you saved the view. If you select None, then Genesys Cloud uses the date range currently in use when you open and use the saved view. 
   
   Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
8. Click Save. 
   If you selected a default time period other than None, then the dates shown in the view change to match your selected date range. 

Overwrite a saved view’s current settings

1. Select Performance > Workspace.
2. Select the view that you want to save. 
3. Click Save View . The Save view pane opens.
4. To overwrite the existing view, click Overwrite Existing View.
5. In the Existing Saved View field, choose the view already saved.
6. To retain the name of the existing saved view, click Keep existing saved view name check box.
7. To overwrite the name of the existing saved view, uncheck the Keep existing saved view name check box and enter Overwrite Name.
   
8. To select a date range for the saved view, select a Default time period.
   The date range is relative to the day that you use the saved view, not the day you saved the view. If you select None, then Genesys Cloud uses the date range currently in use when you open and use the saved view. 
   
   Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
9. Click Save. 
   If you selected a default time period other than None, then the dates shown in the view change to match your selected date range.

Open and use a saved view

1. Select Performance > Workspace.
2. From the Saved list, select the workspace you want to open.

Edit the name of a saved view

1. Select Performance > Workspace.
2. From the Saved list, select the three dots at the end of the view’s row.
   Click the image to enlarge.
   
3. Click the Rename view icon . The rename view pane appears.
4. Enter a new name in the field provided and click Save. 

Delete a saved view

1. Select Performance > Workspace.
2. From the Saved list, select the three dots at the end of the view’s row.
3. Click the Delete view icon and then click OK in the message that appears.