Save custom report or list view to global Views | Community
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Employee
May 11, 2023
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Save custom report or list view to global Views

  • May 11, 2023
  • 0 replies
  • 416 views

Description - Would love to be able to create a view on a report and save that to the Views area in Setup > Interface > Views

Why is this feature important to you - Less duplicative work

How would you like the feature to work - If a view was created for a report, I'd love to be able to save that view as a global option (found under Setup > Interface > Views) so that it can be used again without having to re-create. The benefit of creating a view in the reports (or lists) area is that you get to see how the data is presented first before saving, compared to creating a view in the global area and then having to run a report or view a list to ensure it is exactly what you need or want.

Current Behaviour - Global views can only be created from the Setup > Interface > Views area.