Manage View

To modify or update a View

Step 1: Select "View" on the left hand side of the menu bar.

Step2: Select the View you would like to modify

Step 2: Select the view information you would like to modify


Filter:

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

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