Clone a View

To copy a View select View on the left hand side of the menu bar.

Step1: Select the View you would like to copy

Step 2: Select the view information and filters you would like to apply to the new view


Filter:

Tags: To focus on specific groups you can select the Fact Cards that contain certain tags e.g. Reporting Levels: Executive

Date: Enter the timeline you would like the view to be based on i.e. past , current or future Timeline

Level: Refine the level of detail that is displayed in the view

Tags: To focus on specific groups you can select the Fact Cards that contain certain tags e.g. Reporting Levels: Executive

Step 3: Click on Save and select Save

Step 4: Enter the View name



Step 6: Click Create

Still need help? Contact Us Contact Us