Save views of customized report grids – Help Center

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 for a specific area 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 grid pages in Venue Manager.

How it works

ROLLER allows you to save a customized view of reports, such as the Attendance report or the Detailed Transactions report as well as pages with booking data, such as the Daily capacity or the Run sheet pages.

Saved views can include customized filters (eg Date, Channel, Device, Status) and column headings (eg Cost, Balance, Status, Order items).

Create a saved view

If you're consistently using the same filters and columns, then saving these as a saved view can help you get your work done quicker. For example, 9 AM to 8 PM open time when viewing the Daily Capacity or certain products and column headings in a report.

From Venue Manager, go to the relevant report or page with booking data.
Select the filters and columns you want to save as a saved view.
Make sure that you apply the filters and check that you're happy with the returned data.
Once your filters and columns are selected, select the saved view drop-down arrow next to the page heading in the top left. NOTE: If the page does not support saved views, an arrow will not be displayed.
Select Save new view.
Give the view a name, then select Save.

See below for how to make a saved view a default view for all staff each time they access the page.

Edit a saved view

You can make a number of modifications to existing saved views.

From Venue Manager, go to the relevant page or report.
Select the drop-down arrow next to the heading of the page, then select the saved view to edit.
Select the drop-down arrow again to open the editing 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, select 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.

Switch to a saved view

To quickly load a saved view:

From Venue Manager, go to the relevant page or report.
Select the drop-down arrow next to the page heading, then select the saved view you want to apply.

Make a saved view the default view

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:

From Venue Manager, go to the relevant page or report.
Select the drop-down arrow next to the heading of the page, then select the saved view.
Select the drop-down arrow again, then select Make default.

Delete a saved view

To delete a saved view:

From Venue Manager, go to the relevant page or report.
Select the drop-down arrow next to the heading of the page, then select the saved view.
Select the drop-down arrow again, then select Delete.