Saved Views is a new feature in KPI Fire that makes it easier & faster to navigate to your most commonly used areas of the app. If you want to create a saved view for “Company Strategy” or one for “Improvement Projects” it will be easier than ever before.

Here are a few Quick tips to get you started:

  1. If you don’t have any Saved Views your account you might see an empty box with the text “No saved views exist”.
  2. Toggle the blue button to open / close the filters. Image showing saved filters in a software interface.

To create your first Saved View

  1. Select the filters and the view option that you want to save. Please use the Clear / Apply buttons to confirm your selection.Icon showing filter selection within a dropdown menu.
  2. Click the “Save View” link (#1). You will then be prompted to name your Saved View and Save it (#2)Screenshot illustrating a save view button in a dashboard.
  3. Your new view will be accessible in the dropdown menu.
    Screenshot of a selector tool within project management software.
  4. Manage access to your saved view by clicking the Cog iconImage depicting different user access views in a software tool.
  5. Control access to your view by DepartmentAn illustration showing continuous improvement stages, with arrows connecting each phase.

To Delete a Saved View

  1. Select the view from the view selector dropdown menu.
  2. Click the Delete link to the right of the view selector

 

What attributes can be saved in a view?

A saved view can include:

  • Page URL: Goal, Metric or Project Tab
  • Filters (Department, User, Goal, Category, Levels, text filter)
  • Page display mode (Tile/Bowling etc)
  • Goal/metric drill down

 

Do all users in the account see the saved views?

As of March 5, 2018…Yes.  We are planning to create permission visibility controls by department in the next few weeks.