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How do I create a personal view of a dashboard or report?
How do I create a personal view of a dashboard or report?

Saving Reports and Dashboards for Future Use

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Written by Emily R.
Updated over a week ago

Personal Views give you the ability to save a filtered, edited Report or Dashboard for future access.  Both user types have the ability to create a Personal View of Dashboards and Reports.  To create a Personal View, select Create Personal View under the File menu in a Dashboard or the Report Home menu in a Report.

Personal views can be accessed and managed from the Alerts & Subscriptions or My Subscriptions folder.  


⛑️ SPS Analytics Support

If you have any additional questions regarding Analytics Report & Dashboard changes, please reach out to our Analytics Support team at the contact information below:

☎️ 888-739-3232, Option 2

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