Save Analytics Views

Similar to how you can save work lists, you can save an Analytics Advanced Search for Orders, Transactions, and Invoices to use again in the future.

1. Click Analytics and select an option.
2. Click Advanced Search and select search criteria.
3. Scroll down and select the Save this search as a Saved View checkbox.
4. Type a descriptive name.
5. Select an availability option.
   Options are:

   • Private – You are the only user who will see this view
   • Public – The view will be available to all users at your organization and will be labeled Public
6. Click Save as Saved View. This advanced search is available in the Saved Views tab.