Save a view’s filters and column settings

AI-generated summary

Genesys Cloud provides comprehensive analytics functionality through its Analytics Workspace, enabling users to create, customize, and manage saved views with specific filters, column configurations, and date range settings. Users with appropriate Analytics permissions can save multiple view configurations across numerous pre-built analytical views, including Agent Performance, Queue Performance, Campaign Interactions, Flow Outcomes, Email/Message Agent Performance, Predictive Routing, Bot Performance, Surveys Performance, and various performance dashboards such as Genesys Agent Assist and Virtual Agent dashboards. The view customization process allows users to apply filters for media types, interaction details, users, queues, and other entities, then organize columns to support both detailed and aggregate data analysis. When saving views, users can select from predefined date range options including Selected Interval, Today, Yesterday, This week, Last week, This month, and Last month. Static date ranges capture filtered interactions from a specific period, while dynamic date ranges automatically adjust relative to the current usage date. Users can replace existing saved views by selecting an existing view name and confirming the overwrite action, and can rename views through the three-dot menu option. The system includes certain operational constraints: users cannot directly edit filter, column, or date range settings within existing views but must instead open a saved view, modify parameters, and save changes as a new saved view. Additionally, some views do not support date ranges exceeding one month, preventing selection of extended periods such as Prior 3 months. Saved views can be accessed from the Saved list in Analytics Workspace, and users can delete views no longer needed through the three-dot menu option in the Saved list. The platform supports maintaining selected date ranges when navigating between views if "None" is set as the default time period.

PrerequisitesClick to expand

Save the current view’s filter and column settings. Use the saved settings to switch quickly between different data of interest in the same view. For example, you could save a view that shows only certain queues, agents, or metrics, then change the view to show other data and save the view again. Now you can switch between those saved views. You can also save detail views that show aggregate data for groups of agents, queues, or DNIS numbers.

You can save view settings in the following views:

Save a view’s current settings

Click Menu > Analytics > Analytics Workspace.
Select the view that you want to save.
Use the filter and column customization features for the view to show and organize the information you want.
Customization options to consider include:
- Filter by media types
- Filter by interaction details
- Filter by user or queue
- Show or hide columns
- Reorder columns
Note: Each view has its own filtering abilities and column options. For more information about each view’s customization options, see its article.
To save the view with your filter and column settings, click Save View . The Save view pane opens.
Click the Save To drop-down list and choose New.
In the View Name field, enter a name for the view.
To select a date range for the saved view, select one of the following default time periods:
- Selected Interval – Saves the view data with a static list of filtered interactions created within the selected time interval.
- Today – Saves the view data for that day. This dynamic list of interactions filter according to the specified time period.
- Yesterday – Saves the view data for the previous day. This dynamic list of interactions filter according to the specified time period.
- This week – Saves the view data for a Sunday through Saturday time period. This dynamic list of interactions filter according to the specified time period.
- Last week – Saves the view data for the previous week, Sunday through Saturday. This dynamic list of interactions filter according to the specified time period.
- This month – Saves the view data for the current month, with no extra days. This dynamic list of interactions filter according to the specified time period.
- Last month – Saves the view data for the previous calendar month with no extra days. This dynamic list of interactions filter according to the specified time period.
  The date range is relative to the day that you use the saved view, not the day you saved the view. This dynamic list of interactions filter according to the specified time period.
  Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
Click Save.

Replace a saved view’s current settings

Click Menu > Analytics > Analytics Workspace.
Select the view that you want to save.
Click Save View. The Save view pane opens.
Click the Save To drop-down and choose the existing view’s name.
In the View Name field, enter a name for the view.
To select a date range for the saved view, select one of the following default time periods:
- Selected Interval – Saves the view data with a static list of filtered interactions created within the selected time interval.
- Today – Saves the view data for that day. This dynamic list of interactions filter according to the specified time period.
- Yesterday – Saves the view data for the previous day. This dynamic list of interactions filter according to the specified time period.
- This week – Saves the view data for a Sunday through Saturday time period. This dynamic list of interactions filter according to the specified time period.
- Last week – Saves the view data for the previous week, Sunday through Saturday. This dynamic list of interactions filter according to the specified time period.
- This month – Saves the view data for the current month, with no extra days. This dynamic list of interactions filter according to the specified time period.
- Last month – Saves the view data for the previous calendar month with no extra days. This dynamic list of interactions filter according to the specified time period.
  The date range is relative to the day that you use the saved view, not the day you saved the view. This dynamic list of interactions filter according to the specified time period.
  Note: Some views do not support date ranges longer than one month. For those views, you cannot select Prior 3 months.
Click Save. The Overwrite Existing View dialog box appears.
Click Confirm.

Open and use a saved view

Click Menu > Analytics > Analytics Workspace.
From the Saved list, select the workspace you want to open.

Note: If the saved view has None selected as the default time period, then you do not leave the saved view when you change the date range on the view.

Edit the name of a saved view

Click Menu > Analytics > Analytics Workspace.
From the Saved list, select the three dots at the end of the view’s row.
Click the Rename view icon . The rename view pane appears.
Enter a new name in the field provided and click Save.

Note: You can only edit the name of a saved view. You cannot edit any filter, column, or date range settings. However, you can open a saved view, make changes, save your changes as a new saved view, and delete the saved view you no longer need.

Delete a saved view

Click Menu > Analytics > Analytics Workspace.
From the Saved list on the right side, select the three dots at the end of the view’s row.
Click Delete view. The Delete view dialog box appears.
Click Confirm.

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