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Note: If you’ve already filtered your data or adjusted the layout and you want to create a new view and maintain these settings, see: Duplicate an existing view.
When you create a new view, you’ll start with the default “All transactions” data. From here, you can apply your filters, adjust your layout, and save the view for future use.
- From the left-side menu, select Reports > Transactions.
- Select the Plus icon. A new tab will be added with the default name View 'x'.
Tip: You can rename your views to any name. To find out how, see: Rename a view.
Note: When you create a new view, any filters you’ve already applied will not carry over to the new view (except date range).
- Apply your filters and customise the layout (column visibility, column ordering) as needed.
Tip: For more information on filtering data in Reports, see this article: Viewing and filtering transaction reports. - When changes are made, a notification dot appears beside the view name.
- To save your changes to your new view, select the dropdown next to the view name and select Save changes.
- That’s it! Next time you revisit the Reports section, you’ll be able to select your Saved view and any filters and layout changes will be preserved.
What happens to my Saved view if I make changes to the data?
Saved views uses real-time data. If you make certain changes, it could impact the data in your Saved view. If this happens, we’ll let you know by displaying an information banner at the top of your Saved view.
You can find more details about the changes that have impacted your Saved view by selecting Take a look at what’s changed.
We’ll then list the changes that have impacted the Saved view. You can find more detail by selecting the dropdown.