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IEEE OU Analytics Save and Manage a View

Learn how to save and manage views in IEEE OU Analytics. Users can save frequently used views and easily access them when needed. Manage, rename, or delete views as needed.

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IEEE OU Analytics Save and Manage a View

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  1. IEEE OU AnalyticsSave and Manage a View

  2. IEEE OU Analytics • Users have the option to save a frequently used “View”. When setting up a specific filter, a user can save and name a view to be pulled up as needed. Views pertains to “only the Dashboard it is created on.” • In this example, in Memberships, Subscriptions, and More – Product Summary, a filter has been set for YP’s, Region 1, Status Active and Inactive – Section field opened. • Save and Manage a “View”

  3. IEEE OU Analytics • Click on “Original View” located on the upper right side of screen. • Save and Manage a “View” • In the “Name this view” field, type in the name you would like to save this view as. • If you wish to open to that specific view each time you open this dashboard, select “Make it my default”. • Click on Save

  4. IEEE OU Analytics • The view marked as “Default” will show on the View Area. • To change a view. Click on the view title and in the My Views or Other Views areas select Original view or any other view title available – click on title to select. • Save and Manage a “View” • To Manage (rename or delete), click on Views and then select “Manage.” Make changes and when completed, click on Done.

  5. IEEE OU Analytics • If you have any questions regarding the new tool or need further assistance send an email to ouanalytics@ieee.org • Here are additional contacts: • Questions & Assistance GEOGRAPHIC ORG UNITS CONTACTS Helen Shiminsky (primary) Email: h.shiminsky@ieee.org +1 732 562 5517 Vera Sharoff (alternate) Email: v.sharoff@ieee.org +1 732 552 5509 SOCIETY ORG UNITS CONTACTS Mary Curtis (primary) Tina Cordeiro (pimary) Email: m.curtis@ieee.org t.cordeiro@ieee.org +1 732 562 3904 +1 732 562 5329 Rosanne Loyal (alternate) Email: r.loyal@ieee.org +1 732 562 3903

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