Saving private views

You can save views that show particular screen settings. For example, if you have made several rotations, drill-downs, off-grid member changes, and added and/or deleted calculations and exceptions, you do not want to repeat those steps every time you open this page. By saving this view, you can later recall it; it will display with those modifications you made to it. You also have the option of sharing the view, which will allow others to see the saved view.

To save a private view:

  1. Right-click the grid and select Views > Save Private.
  2. Specify a name for the view.
  3. Optionally, specify a description for the view.
  4. Optionally, select the Set as Default check box if you want this view to be your default view.
  5. Optionally, select the Share check box if you want other users to be able to open this view.