Overview

The matrix allows you to create any view you like and save it for easy access later, to speed up your reporting. These views can be accessed at any time using the view manager, or favourited for easy access in the views dropdown.

Saving a view

From the matrix, create the view you'd like to save.
Once your view is created, click the Save icon (the floppy disk) at the top right of the page.
A small window opens where you can name your view, and choose to save as new, or overwrite an existing view.
Done!

Loading a view

From the matrix, click the Manage Views button (the eye icon) at the top right of the page.
A window opens where you can see all your company's saved views. Find the view you want to load, and to the right of the view name, click load view (the eye icon).
The window closes and your view is loaded!

Managing views

From the matrix, click the Manage Views button (the eye icon) at the top right of the page.
A window opens where you can see all your company's saved views.

the matrix view manager
In this menu, you can
load a selected view,
rename an existing view,
create a link for others to visit the matrix view,
favourite a view for easy access from the view dropdown at the top left of the matrix page,
delete a view.

A user with a link to a matrix view must have permissions to view the matrix in order to load the view.
Only the creator of a view has the rights to delete their view.
From the view manager, you can also sort the view name and created by columns by name, ascending or descending, by clicking the column title.

Using the view dropdown

From the matrix, click the view dropdown at the top left of the matrix page.
A list of views appears. This list is sorted alphabetically, but will prioritise your favourited views at the top.


If you have many views, you can scroll down the list and select one, or type to search for a particular view.
Click your chosen view, and it will load into the matrix window!

Troubleshooting

Need help? Reach out to a member of our team via the in-app chat and we'll be happy to help you!
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