In Performance Analytics, all users have the ability to save filters, edits, and other formatting applied or needed to any dashboard or report as a Personal View subscription. Creating a Personal View subscription will save the time needed to apply frequently used formatting and filters.

  • To create a Personal View subscription, first apply all desired filters, formatting, and other feature selections to the dashboard or report. When all selections have been made, click “Create Personal View…” in the File drop-down menu.

  • A prompt to name the subscription will then be provided. By default, the auto-generated name includes a timestamp. It is recommended to delete the time stamp when naming subscriptions to avoid confusion on the data included in the subscription.

To access Personal View subscriptions, open the My Subscriptions folder, and then select your dashboard or report in the Personal View Subscriptions section.

For more information on managing subscriptions click the link below:
How do I access and edit my Subscriptions?

Did this answer your question?