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. Click the Save To drop-down list and choose New.
6. In the View Name field, enter a name for the view.
7. To select a date range for the saved view, select one of the following default time periods:
   • Selected Interval – Saves the view data with a static list of filtered interactions created within the selected time interval.
   • Today – Saves the view data for that day. This dynamic list of interactions filter according to the specified time period.
   • Yesterday – Saves the view data for the previous day. This dynamic list of interactions filter according to the specified time period.
   • This week – Saves the view data for a Sunday through Saturday time period. This dynamic list of interactions filter according to the specified time period.
   • Last week – Saves the view data for the previous week, Sunday through Saturday. This dynamic list of interactions filter according to the specified time period.
   • This month – Saves the view data for the current month, with no extra days. This dynamic list of interactions filter according to the specified time period.
   • Last month – Saves the view data for the previous calendar month with no extra days. This dynamic list of interactions filter according to the specified time period.
     The date range is relative to the day that you use the saved view, not the day you saved the view. This dynamic list of interactions filter according to the specified time period.
     
     Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
8. Click Save. 

Replace 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. Click the Save To drop-down and choose the existing view’s name.
5. In the View Name field, enter a name for the view.
6. To select a date range for the saved view, select one of the following default time periods:
   • Selected Interval – Saves the view data with a static list of filtered interactions created within the selected time interval.
   • Today – Saves the view data for that day. This dynamic list of interactions filter according to the specified time period.
   • Yesterday – Saves the view data for the previous day. This dynamic list of interactions filter according to the specified time period.
   • This week – Saves the view data for a Sunday through Saturday time period. This dynamic list of interactions filter according to the specified time period.
   • Last week – Saves the view data for the previous week, Sunday through Saturday. This dynamic list of interactions filter according to the specified time period.
   • This month – Saves the view data for the current month, with no extra days. This dynamic list of interactions filter according to the specified time period.
   • Last month – Saves the view data for the previous calendar month with no extra days. This dynamic list of interactions filter according to the specified time period.
     The date range is relative to the day that you use the saved view, not the day you saved the view. This dynamic list of interactions filter according to the specified time period.
     
     Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
7. Click Save. The Overwrite Existing View dialog box appears.
8. Click Confirm. 

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 in the right side, select the three dots at the end of the view’s row.
3. Click Delete view. The Delete view dialog box appears.
4. Click Confirm.