Steps to Create & Save a New View
1. Apply Filters to Customize Your View
Navigate to the Products section.
Use the filter options to refine the product list based on specific attributes (e.g., brand, price range, stock level, etc.).
Ensure that only the relevant products appear in your filtered view.
2. Click on "Save View"
Once your desired filters are applied, locate the "Save view" button in the top toolbar.
Click on it to open the Save View dialog box.
3. Choose to Create a New View
Select the "Create new view" option.
Enter a meaningful name for the view (e.g., "Brand Forever21" or "High-Margin Products").
The system will automatically save the filters, sorting preferences, and column arrangements with the view.
4. Save the View
Click the "Save view" button to finalize and store your customized view.
Your new view will now appear as a selectable option in the view selection dropdown.
Managing Your Saved Views
Accessing a Saved View
Click on the view selection dropdown at the top.
Choose your saved view to quickly load the preset filters and sorting.
Renaming or Deleting a Saved View
Click on the dropdown menu for the saved view.
Select "Rename" to update the name.
Select "Delete" to remove the saved view permanently.
Pinning a Saved View for Quick Access
In the view dropdown, choose the "Pin" option to keep frequently used views easily accessible.
Benefits of Creating & Saving Views
Efficiency: Quickly switch between frequently used data filters.
Consistency: Maintain structured data analysis without reapplying filters.
Productivity: Save time by streamlining repetitive searches and segmentations.
Conclusion
Saving a custom view enhances workflow efficiency by enabling quick access to essential product segments. By following these steps, you can organize your data effectively and make informed pricing or inventory decisions faster.