- Set up the Unified Dashboard the way you want it: apply your filters, choose a metric, sort the list.
- Open the View dropdown in the dashboard header. Your saved views are listed under Bookmarked Views.
- Click Create Bookmark, give the view a name, and click Save.
The first time you open the View dropdown, the list is empty. Click Create Bookmark to save the dashboard as it is, even if you have not changed anything yet.
The View dropdown before you have saved any views.
Switching between views
Open the View dropdown and click any view to load it. The view you are currently on is shown in bold.
Setting a default view
Hover over a view in the dropdown and click the star to make it your default. Your default view loads automatically every time you open the Unified Dashboard. The default is marked with a star at all times so you can see which one it is.
The View dropdown with three saved views. The starred view is your default.
Sharing a view
Hover over a view and click the share icon to copy its link. Anyone you send it to will see the same configuration, provided they have access to the same site in Chartbeat. If they do not, they will see an access message rather than the data.
Deleting or renaming a view
Hover over a view and click the delete icon to remove it. Views cannot be renamed; to change a name, delete the view and save it again with the new name.
Good to know
- Saved Views are stored in your browser. They are available on the computer and browser where you created them, and they are not synced to other devices or browsers. If you clear your browser data, your Saved Views are removed. To keep a view somewhere permanent, use the share icon to copy its link and save the link wherever you keep bookmarks.
- Saved Views are personal. Your colleagues do not see your views unless you share a link with them.
- Your Saved Views appear for every site you have access to. A view that filters on a section or author that does not exist on another site will show no data for that site.
- There is no limit on how many views you can save.