How to Save a Custom View on Overview

Goal

This article will show you how you can set up your Company Overview Page with your desired filters, then save these filters so you can reference this specific page again. 

How to Save a Custom View

1. Navigate to the Company Overview Page
2. At the top right of this page, click on the Filter button
3. Here you should set your desired filters for the specific view you are trying to set.
4. Click apply at the bottom of the drawer. This will save your set filters
5. Once you're pleased with this view, click the drop down menu to the left of the filters button and at the bottom, click "Save Current View"
6. You will be prompted with a pop up window where you have a 20 character limit to give your view a name.

Reference this view again at any time by clicking the drop down menu to the left of the filters button and scrolling down. If you need to make any updates to this view, select it, and follow steps 2-7 again. After you're done, you can delete your old view by Managing your Views.