How to create personalized views in Accounts?

To create a view, include all the filters that are needed for analysis and save it with a general name that covers all these filters. Once you’ve created the view, the next time you need to carry out that same search, the user will be able to filter by view and apply the set filters.

Filters can only be managed and created from the web app.

To create a view, select all the filters you want to include. For example: Country and segment.


Once you’ve selected the filters, in the top part of the screen, you’ll see the option ‘Views’


A pop up will appear asking you to enter a name for the view. Next click ‘Save’.


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