Save and Manage Views

Overview

The Saved Views feature allows you to save a combination of filters and column configurations for quick access. This helps you streamline your daily workflow by avoiding repetitive filter setup.

This feature is available on the following pages: Accepted Transactions, Acquired Transactions, Event List, and Settlements.

What is a View?

A view is a saved configuration that includes:

• All selected filters and their values
• The columns displayed in the table

Save a View

To save a view:

1. Open the Filters panel by clicking on "More".
2. Configure your desired filters.
3. Optionally, customize the displayed columns using the "+" icon.
4. Click the "Save this view" button at the bottom of the Filters panel.
5. Enter a name for your view in the dialog box.
6. Click "Save".

Apply a Saved View

To apply a previously saved view:

1. Open the Filters panel.
2. Click on the "Saved views" dropdown at the top of the panel.
3. Select the view you want to apply.
4. Click "Search" to load the results with your saved configuration.

Delete a View

To delete a saved view:

1. Open the Filters panel.
2. Select the view you want to delete from the "Saved views" dropdown.
3. Click the "Delete this view" button at the bottom of the panel.