How to Save and Access a Public View – Intelligent Logistics

Summary

Intelligent Logistics allows users to create custom reports within the applications called 'Views' from which they can repeatedly work off of without having to save their settings again. Users can also share those views by making them 'Public' for all other users within the customers tenant to utilize as well.

**Note: If you do not have the Save Public Views feature activated please contact your Customer Success Specialist to have this done**

How to Save a Public View

If you are looking for how to access a saved public view, scroll down to the How to Access a Saved Public View section.

In this example, we will create a report showing packages that were delivered the previous week. Once we have adjusted the filters and table settings to give us our desired report, select the drop down arrow next to 'Standard'. Note the asterisk next to Standard, this indicates that something has been altered from the previous report that you were working on.

You will want to select 'Save As' from this dropdown.

You will be brought to a pop-up prompting you to name and save the view. There will also be a box option for 'Public.' Select this option and click 'Save' to make your view Public for all other users to access.

Solution: How to Access a Saved Public View

Once a user has saved a Public View in the customer's tenant, all other users in that tenant will be able to access and work off that Public View. To do so, enter the application in which the user saved the Public View. From the standard view of that application, select the drop-down arrow next to 'Standard'.

This will bring a drop down of all the views you have favorited to have repeated access to, including private and public views. To access a saved Public View from another user, select 'Manage'.

This will bring you to a pop-up of all available public and private views that you can work off of. The star on the left side indicates whether or not the view is favorited, meaning it will show in your views drop-down. If the star is filled blue the view is favorited, if it is filled white it is not. Select on the star for the desired view you would like to favorite/unfavorite and select OK.

Once you have set your favorite views you will then be able to view and work off of them in the views drop-down.

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Solution: How to Change a Custom View from Public to Private

If a user has a custom view that is currently public, but they want to change the settings to private, a new view will need to be created in order to update the settings.

Select the report that you want to change from the Saved View's menu. Once you're in the report, click on the arrow next to the report's name to bring up the drop-down list of other saved views, and click "Save As."

Name the report and click "Save." This will save a new version of the report in a Private View, only available to your user.

Note: you will not be able to name the new report in the exact same way it was previously named when initially re-saving it, however you can go back and change the name once it's saved.

To remove the old report from the list of Public Views (optional), go back into the Saved Views drop-down and click "Manage."

Locate the original public view that you want to remove and click the X to the right of the screen.

To rename the updated custom view you created as a private report, you can do that in this window. When you're done, click "Save."

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