Creating Saved Views
When using Voly Projects, you can filter the Projects table to your preferred viewing layout using ‘Filter', 'Group’ or ‘Show/Hide Columns’ at the top of the table.
Once you have selected your desired filters, groups and made any column adjustments on your table, you can save the selected view as a ‘Saved View’ for you to select when using the Projects page. Any ‘Saved Views’ will be selectable from the top of the Projects table. Click ‘Saved Views’ to see any table layouts you have previously created and saved.
To save a new view on the page, select ‘Create new view from current layout’ once you’ve applied your filters and other settings on the relevant Project page.
Note: If no changes have been made to the table, you won’t be able to add a ‘Saved View’ as it will be the default view of the page.
The field to add a view name will default to ‘New View’ unless you change the heading. Once updated, select the green tick to add it to ‘Saved Views’. If you select the red x, the view will not be saved.
The new view you have just created will then be ready to be used. Please note that ‘Saved Views’ are visible only to the user who created them and cannot be shared with another user in Voly. If you and another user on the account want to pull Projects reports with the exact same data, you will need to ensure the filtered criteria on each ‘Projects’ table are the same.
The views are saved to the Project they were created in. If you want the same ‘Saved View’ on multiple Projects, you will need to create it separately in each individual Project.
There is no limit to how many views can be created for a Project.
Deleting Saved Views
If you no longer require a saved view or have made an error with the filtered criteria when creating the view, you can delete any view created by selecting the three dots on the right-hand side of the views panel.
Using Saved Views
Once a view has been created, it is ready to be used on the project's table. To use the ‘Saved View’ select ‘Saved Views’ from the filter options. Click on the view you wish to use from your list. The selected view will immediately be applied to your Projects Table.
If you no longer want to view the table in the ‘Saved View’ you selected, you can either select a different view or use the ‘Reset Table’.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.