Saved Views
Saved Views let you store a set of Insights filters and reload them instantly. Instead of reconfiguring the same event type, date range, locations, and granularity every time, save it once and load it with a click.
Saving a view
- Configure your filters on the Insights page
- Click Save As New in the saved views area
- Enter a name (e.g., "West Region Revenue — Monthly")
- The view is saved with all current filter settings
Saved filters include: event type, date range, selected locations, granularity, view mode, category filters, and line color.
Loading a view
Select a saved view from the dropdown at the top of the Insights page. All filters update to match the saved configuration.
You can also load views via URL: append ?view=<id> to the Insights page URL to deep-link to a specific view.
Updating a view
If you've loaded a saved view and changed some filters, you'll see a visual indicator that the view has unsaved changes (dirty state). Click Save to overwrite the existing view with your current filters.
Deleting a view
Open the saved views dropdown, find the view you want to remove, and click the delete option. A confirmation dialog prevents accidental deletion.
Saved Views are also the building blocks for Dashboards. When you add a widget to a dashboard, you're choosing from your saved views.