Each business is unique, and so is the information that you require. ROLLER allows you to save the filters and columns you frequently use as saved views.
For example, if staff use the attendance report for weekly attendance figures and also to extract daily figures of a specific section of the venue, you can create saved views in the report to quickly load the filters and columns for each use case.
This article will show you how to create, edit and apply saved views. This feature is available in reports and most data grid pages in Venue Manager.
Overview
ROLLER allows you to save a customized view of reports such as Attendance report or Detailed Transactions Report and pages with booking data such as the Daily capacity or the Runsheet.
Saved views can include customized filters (e.g. Date, Channel, Device, Products) and column headings (e.g. Cost, Balance, Status, Order items).
Creating a saved view
If you're consistently using the same filters and columns (for example, 9am to 8pm open time when viewing the Daily Capacity or certain products and column headings in a report) saving these as a saved view can help you get your work done quicker.
- Navigate to the relevant report or page with booking data.
- Select the filters and columns (if applicable) you would like to save as a saved view.
- Ensure you load the filters and check you are happy with the returned data.
- Once your filters and columns are selected, click on the drop-down arrow next to the heading of the page. NOTE: If the page does not support saved views, an arrow will not be displayed.
- Click Save new view.
- Give the view a name then click Save.
Editing a saved view
You can make a number of modifications to existing saved views.
- Navigate to the relevant page or report.
- Click on the drop-down arrow next to the heading of the page > select the saved view to edit.
- Click on the drop-down arrow again to open the saved view editor options.
| Save changes | Allows you to save any changes made to an existing saved view: - Select the saved view to edit. - Adjust the filters and columns as required. - Once complete, click Save changes. |
| Rename | Renames the selected saved view |
| Make default | Makes the currently applied saved view the default view for the report or page. The saved view will load by default each time staff access the page or report. |
| Delete | Removes the saved view. |
| All views | Select a different saved view from the list. |
| Reset | Resets the filters and columns. |
Applying a saved view
To quickly load a saved view:
- Navigate to the relevant page or report.
- Click on the drop-down arrow next to the heading of the page > select the saved view you wish to apply.
Making saved view default
Making a saved view the default view will ensure that the selected saved view will load by default each time staff access the page or report.
To make a saved view the default:
- Navigate to the relevant page or report.
- Click on the drop-down arrow next to the heading of the page > select the saved view
- Click on the drop-down arrow again > click Make default.
Deleting a saved view
To delete a saved view:
- Navigate to the relevant page or report.
- Click on the drop-down arrow next to the heading of the page > select the saved view
- Click on the drop-down arrow again > click Delete.