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Saved Views let you capture a specific combination of filters, date ranges, key metrics, and report panels in Latchel Analytics so you can return to the exact same setup with one click. Follow these steps to create, use, and manage your Saved Views.

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Create and Save a View

Open Analytics and navigate to the report or dashboard you want to customize. Apply the filters you need (date range, property(s), ticket type, vendor, severity, etc.). Adjust visible metrics and panels — add or remove charts/tables and reorder sections until the view shows exactly what you need. Optionally, configure sort order, column visibility, and grouping for tables. Save view by clicking the bookmark icon, then choose Save as new view. Give the view a clear name. You can also check Set as my default view. Click Save once done.
Last modified on October 19, 2026