Uptick users can save custom views and filters on the Daily Inventory Management Report! Manage your workflows by saving the relevant columns and filters into a view. Views can be saved on an individual user level or on the account level to share across team members.

2. Configure the columns/ordering to save with in the view from "Saved View" Panel

3. Name and save the View. By default, this will be saved as a user view, and will only be available to be loaded by the specific user who saves it. If the user selects the "Account View" check box when saving, it will be added as a view to all users on that account.

4. Update previously saved views by loading the view, making the desired changes, and resaving it with the same name.

Any previously saved view will appear in the dropdown on top right corner of the page. To manage these views, use the same process as saving a new view.