Datasheets, charts and reports may be created and then subsequently saved to the Saved Views Panel. This panel displays a tree list of all the saved views for the current database, each distinguished by a saved datasheet, saved chart or saved report icon. Saved Views can be arranged into manually created groups and are easily opened and edited.

Saved View groups when created are available to all uses, but once created can be set with User Level access to restrict or provide access to Saved Views and groups within. Once a user has been added, the group becomes disabled in the Saved View panel with the contents hidden for all other users who have not also been provided access to the group (except members of the Admin security group who will always have access regardless of the User Level access settings applied).

Open a Saved View

• Double-click on any saved view item in the Saved View Panel. You can also right-click on the saved item in the Saved View Panel and select Open. DataSight will generate the Saved View in the Main Panel using the filter conditions originally imposed.

Edit and save a new Saved View

1. You can change the filter conditions and/or properties of the datasheet, chart or report, and save the view.
2. To quickly save changes using the same Saved View name and within the same folder of the Saved View panel folder, click Save in the Quick Access Toolbar.
3. To save changes as a new Saved View, click Save As in the Quick Access Toolbar and the Save As dialogue window appears.
4. Click on your desired folder in the Saved Views folders list. This may be the master Saved Views folder, or an existing folder. The selection will be highlighted.
5. Alternatively add a new folder. Highlight the folder under which the new folder will be created, and select New Folder.
6. Name the new folder.
7. If you wish to overwrite an existing datasheet, chart or report click on its name.
8. Otherwise, Name the datasheet, chart or report.
9. Click Save.

Organise Saved Views

1. Click on your desired level in the Saved View panel. This may be the master Saved View group, or an existing subgroup. The existing group will be highlighted in a box.
2. With the cursor over the highlighted box, right-click and select New Folder. A new folder will appear in the tree list.
3. Enter the new folder name.
4. Click out of the box to save.
5. When adding a new folder, if you right-click in any blank space within the Saved View Panel (no folder selected), the new folder will appear under Saved Views by default.

Rename a Saved View or Group

1. Select the item in the Saved View panel by clicking on the item name. The saved view will be highlighted in a box.
2. With the cursor over the highlighted box, right-click and select Rename.
3. Enter the new name.
4. Click out of the box to save.

Enable or Disable Access to a Saved View Group

1. Select the item in the Saved View panel by clicking on the item name. The saved view will be highlighted in a box.
2. With the cursor over the highlighted box, right-click and expand User Access.
3. A list of User Accounts is displayed, with accounts already granted access denoted by a tick left of the User Account's name.
4. Click on the name of a User Account to add or remove that account's access to the group.

Refresh Saved Views

• Right-click in the Saved View Panel and select Refresh. The Folder Listing will be refreshed.

Delete a Saved View

1. With the appropriate item selected, right-click and select Delete.
2. A confirm dialogue will display, and may advise that any task scheduled for that item will also be deleted. Click Yes or No as required.

Collapse/Expand Search

To collapse or expand the search field, double click on the Search Header.

Use Search

1. Enter the desired Saved View name, or part name, in the Search field and click Enter (or Return). The tree list opens to and highlights the first search result.
2. If there is more than one search result, repeatedly press enter to navigate from the current search result to the next result.
3. If there are no Saved Views matching the given criteria, all nodes will be collapsed (to Saved Views).
4. If you wish to clear the search, clear the Search field and click Enter. This will bring the Saved Views tree to its default state, that is with Saved Views expanded to show all Folders and Saved Views, with Folders collapsed.

Saved View Properties File

A Saved View Properties file is created with any saved chart, recording the creator and the creation date. If the saved view is subsequently modified, the Saved View Properties will be updated to show the relevant user and date it was last modified. The properties file will also show any tasks that are scheduled to run using that item.

• To view the Saved View Properties, right-click on the name of the saved chart and select Properties. Information about associated tasks with the saved view is also available here.

See also:

• Saved Views Panel
• Save a Datasheet
• Save a Chart
• DataSight User Interface