How does the Saved View feature work in Profit.co?

Category: OKRs

The Saved View in Profit.co allows you to quickly access custom-filtered OKR views without setting filters each time.

Why this feature?

  • No need to reapply filters every time, just save your preferred views and access them instantly.
  • Easily share views with other users to align around common OKRs or reporting needs.

Step 1

Navigate to OKRs, click on Saved Views.

On the Saved Views page, click the ‘+’ icon to create a new view.

In the pop-up:

  • Enter a name for the view.
  • Apply filters such as Status, Tag, Owner Progress, Label, or even Levels.
  • For example, you can filter by department levels to view specific Department OKRs.

Click Save, and your filtered view will now be available under Saved Views anytime.

Note: 

  • When you add a saved filter to Favorites, it will show up in the Favorites View section.
  • Users can now download the visible part as a PDF, download presentations, expand or collapse sections, edit, share, and manage saved views, including options to remove from favorites or delete views.
  • Exported presentations now display the Saved View name on the first slide instead of the creator’s user name, ensuring clarity, professionalism, and easier sharing with stakeholders.

Related Questions