To create a Saved View, first apply filters to the dashboard report for the view that you want to save.
Next, click the Unsaved View link in the top right of the report menu bar.
Click Save current view from the drop-down to open the Save current view window.
Specify a name for the custom view in the Name field. The Save current view window also indicates the filters selected to appear in the custom view. Click Save when finished.
When returning to the report, the saved view is available from the Default View drop-down in the top right of the dashboard menu bar. Keep in mind that views cannot be modified, but you can update and save a new view.
Note: Custom views are not shared with other users in your company’s platform. This means that other managers or leaders cannot see your custom view options in the drop-down menu of the dashboard report.