Saving Views in Find Events and Find Courses

Overview

When you use Find Events or Find Courses, you can save your settings. Saving the settings creates a view that can be re-used and even shared with other event planners as a public view. The filtering selections, column grouping, and any additional columns added to the results grid will be saved.

Saving a view

1) Navigate to Find Events or Find Courses.

2) Select the filter(s) and the time period to display.

3) Adjust the results grid, setting the grouping column and adding any additional columns.

3) Press Save View.

4) Enter a View Description and select Available to Other Users if you want others to use this view. If you are using specific dates, the Keep Date Range Fixed option is available. This option keeps the date range fixed when the 'view' is subsequently run.

Using a previously saved view

1) Navigate to Find Events.

2) Select Views.

3) Click a view to see the results.

Marking a view as a favorite

1) Navigate to Find Events or Find Courses.

2) Select Views.

3) Click the Favorite Icon located in the first column of the views.

Views marked as a favorite will appear first in the list of views.

Deleting a view

1) Navigate to Find Events or Find Courses.

2) Select Views.

3) Click the Remove Icon located in the last column of the views.

An Event Planner can only delete the views they have created. A Global Administrator can delete any view for any user.

Changing the owner of a view

Only Global administrators or the report owner can change the ownership. The view needs to be public to change the owner.

Navigate to Find Events > Views. (or Find Courses > Views)
From the list of views, click on the owner cell for the report you want to change.
Select a new owner from the user dropdown list.
Press Save.