You can save a custom View/Report in Channeltivity by clicking the gear icon in the top right > "Save As." 


The "Save View as" window will appear with the below options:

  • New View - save a new view with the current fields/columns
  • Overwrite Existing View - overwrite a previously saved view with the changes from the current view


How Do I Access Views/Reports That I've Saved?


Once you save a view/report, it will appear in the "Saved Views" section of the lister configuration menu. 


How Do I Delete Custom Views/Reports That I've Saved?


To delete an existing view, click "Manage Views" > click the "X" next to the view you want to delete.



Related Documentation: