After setting the view of criteria in Analytics you can save for future viewing
Note: This applies to Event Scheduler as well as Work Order Management
Go to Analytics and click Create View in the top right corner
A new window will appear where you can do the following:
- Enter a name for your view
- Make the view Internally Shared (which means all users with access to Analytics can open)
- Make the view Is Public (which means a link will be created that you can send to anyone)
- Then, hit Save
When toggling on Is Public, after hitting Save you will see the public link and icon that lets you copy it
Now anyone who clicks the link or adds it to their browser will be able to view the Analytics
NOTE: This is a read-only web page and therefore nothing can be edited (changed)
In addition, there's more you can do when clicking on Saved Views for the Analytics Views you saved:
A new window will appear where you can do the following:
- You can (A) pop out a new browser of the selected view or (B) copy the link of the view
- You can load the selected view
- You can schedule a notification email to be sent for you to load the view
- You can edit the details of the view
- You can delete the view
- You can make the view your default view (which will appear whenever you click on Analytics)
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