My Saved Views

Summary

Saved views allow you to save a set of filters for a data set you have created so that you can return to that filtered list quickly and efficiently in the future.

Menu Location

Features

1. See a list of all your Saved Views in the entire system.
2. Follow the link to View a Saved View
3. Delete a Saved View
4. Email students using a Saved View.

Video Walkthrough

• Create a Saved View
• Delete a Saved View
• Switch between Saved Views
• Use a Saved View in Messages
• Emailing students using a Saved View

Pro-Tip #1

Share Saved Views: You can email a saved view to a teammate or staff member who needs to see the same list of information.  To do this, copy the URL of the saved view and email it to your teammate.  When they click on the link (as long as they have the same permission access as you do), your teammate can then save it in their own Saved Views.

Pro-Tip #2

Create a Saved View for your Teammate: If you have staff members who need help setting up their accounts, an administrator can Mimic the staff member and then setup a Saved View for them so that they can see the list of data that they need to see.  The Mimic Permission would be required to complete this task.