How does the Saved View feature works in Profit.co’s PMS module?

The Saved View feature in Performance Goals allows you to quickly access frequently used, custom-filtered views without applying filters every 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 review discussions and reporting.

Step 1

Navigate to Performance → Saved Views from the left navigation panel. 

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, Approval status, and Progress. 
• For example, you can filter by status levels to view specific statuses for goals.  

Note: 

When you add a saved filter to Favorites, it will show up in the Favorites View section.

Users can now download presentations, expand or collapse sections, edit, share, and manage saved views, including options to remove from favorites or delete views.