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Saved Views

Natalie M.
  • Updated

Canix is always looking for ways to save you time, that's why we created Saved Views. This feature provides an easier way for users to view the same filtered and sorted data when opening a report.

  1. What is it?
  2. How to use it?
  3. Who can see my Views?

What is it?

Depending on the report, you may be looking for the same specific view each time and need the ability to save this for easier access in the future. Saved Views is a feature within Canix that gives you the ability to create unique views of that table that can be accessed without having to build the same report from scratch each time you log in. This includes saving column orders, column filters, column sorting, column width, and which columns are enabled/disabled from view.

Note: Canix is updating our navigation bar in order to accommodate for these new views. You will still have access to all the same reports, instead of navigating to Inventory > Packages > Active, you can now simply navigate to Inventory > Packages -- in the upper right of Packages, you can select your desired view.

How to use it?

To build a Saved View,

  1. Navigate to a table example Inventory > Packages
  2. In the upper-right, ensure that Active is selected  
  3. Then update your filters and sorting to create a view you wish to save
  4. Once all columns and rows have updated to your desired view, click Save > Save View As...
  5. A pop-up will appear, you have 2 options when saving a new view:
    • Default facility filter to the active facility - this will save all report settings but will display data related to the facility you’ve selected in the navigation menu. If unchecked, the report will display data related to the facility that was displayed when the Saved View was created.
    • Make a new default view - this generates the selected Saved View when this reporting section is accessed initially, rather than Canix’s default report.

To update or overwrite a Saved View,

  1. Navigate to a table example Inventory > Packages
  2. In the upper-right click Active to open the drop-down
  3. Select the view you wish to update
  4. Adjust your filters and sorting
  5. In the upper-right click Save > Save View
  6. A confirmation message will appear in the top-right that the report was successfully updated

To delete a Saved View,

  1. Navigate to a table example Inventory > Packages
  2. In the upper-right click Active to open the drop-down
  3. Select the view you wish to delete
  4. Select the edit icon next to the report title
  5. Select Delete View in the pop up that appears

Who can see my Views?

Saved Views are accessible in all of your facilities and are only visible to you.

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