Creating a Saved View
Saved views are a powerful tool that allow users to save a filter and see only the data relevant for a particular parameter or topic. This feature is available for Alerts, Dashboards, Risks, Controls, and Policies.
To get started, select a Filter parameter:
Then click Save to View. You will see a popup with a field to enter the Name:
Click Save to View to save your work. Your saved View will now be accessible under the drop down Saved Views:
Pinning, Sharing, and Updating Saved Views
Click on the "Action" button (three dots) that appears on the right side of the saved view.
A drop-down menu will appear with the following options:
Pin/Unpin: This option allows you to pin and unpin the saved view as a tab at the top of the platform. A maximum of four saved views can be pinned.
Share: This option allows you to share the saved view with other users.
Enter the name of the users you want to share the view with and choose their access level (Editor or Viewer).
If you choose "Editor" access, you can add users who can edit and view your saved view.
Click on the "Share" button to share the view.
Make a Copy: This option allows you to make a copy of the saved view with a new name.
Rename: This option allows you to rename the saved view.
Delete: This option allows you to delete the saved view.