Every business has unique needs. ROLLER lets you save custom filters and columns as "saved views" for reports (eg Attendance) and bookings pages (eg Daily capacity). This guide shows you how to create, edit and use saved views to make accessing your data faster and more efficient.
What you can do
- Save customized views for reports and bookings data pages.
- Customize filters (eg Date, Channel, Device) and columns (eg Status, Payment method).
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.
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:
|
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.