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Is it possible to save filters set in Global Data?
Is it possible to save filters set in Global Data?

How to save filters and create Smart Views in Global Data

Updated over a month ago

Yes, it's possible to save filters as Smart Views. Follow the steps below:

  1. Navigate to Global Data and select a section you would like to set filters

  2. Select Columns you would like to see in the section
    (reminder β†’ each section has it's own set of columns)

  3. Click on the "Filters" button to filter out specific data you would like to see

  4. Once selected, click on "Save As" button on top right of your screen

    1. Name Smart View (saved filter) and

    2. select smart view access to the view:

      1. Public β†’ across the account

      2. Private β†’ for yourself only

Navigate between sections to see results within each section. See video tutorial below:

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