CounselLink Answer Center for Clients

Saved Views

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Saved Views allow you to save commonly used search criteria so you can quickly access the same results again without rebuilding the search. Saved Views are available across applicable search pages, such as Matters and Billing, depending on your roles and permissions.

Saved Views are user-specific unless shared. Shared views are visible to other users based on system configuration and permissions.

This article covers the following:

Creating a Saved View

  1. Perform a search.
  2. Customize the filters and column layout to display the results as you need.

  3. Click the Save View button in the top right of the page.

  4. In the Saved View Name field, enter a name for the search.

  5. Optionally, mark the check box to save a copy to the Analytics Dashboard tab. This places the Saved View as a link on the Analytics page for ease of accessing custom operational reports.

  1. Click Save. 

Running a Saved View

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You can execute a new search from a Saved View at any time on a Search page, from the Saved Views panel on the Homepage, or from the Analytics tab.

From a Search Page

Saved views can be accessed from any of the following search pages: Matters, Invoices, Budgets, Accruals, Fee Offers, and Fee Structures.

  1. Navigate to the relevant search page.

  2. From the Saved Views drop-down list, select the saved view to run it.

The results list includes the records that match the search filters with the column configuration and displays the information in the layout as when it was saved to the view.

From the Homepage

  1. On the homepage, in the Saved Views panel, the last five Matter and Invoice saved views display.

  2. Run a Saved View:
    • If the appropriate Saved View shows in the list, click the link.
    • If the Saved View does not display Click the more link at the bottom of a column or the View All button in the top right corner to find the Saved View in the search window.
  3. The Search Page displays.

From the Analytics Tab

When you save a view, you have the option to add it as a link on the Analytics tab if the feature is enabled for your organization. The Saved Views section on the Analytics page groups them together.

This method to run a Saved View only applies if you previously saved the view to the Analytics tab.

  1. Select the Analytics tab.

  2. Look for the appropriate Saved View at the bottom of the page.

  3. Click the link to run the view. The appropriate search opens and displays the results list as previously configured.

Updating a Saved View

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You can update a Saved View by editing the search filters and column configuration of the search results list. When finished, choose to either update the current view or create a new one.

  1. From the search page, modify the Saved View as needed.
  2. Click the Save View button.
  3. Choose an action:
    • Select Update Saved View to replace the current view with the revised configuration. A confirmation message displays.

    • Select Save View to save the current configuration as a new view. The Save View window displays.

      1. Type a unique name in the Saved View Name field.
      2. Optionally, mark the check box Save a copy to Analytics tab. This places a link to your Saved View on the Analytics page for ease of accessing custom operational reports.
      3. Click Save.

Deleting a Saved View

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You can delete an existing Saved View if you no longer need it.

  1. Click the View All button on the Saved Views homepage panel.

    The Manage Saved Views window displays.

  2. Place a check mark next to the view(s) you wish to delete.

  3. Click Delete.

The Saved View is removed.