Custom View

If you often use the same filters or column settings, you can save them as a custom view. This allows you to quickly restore your preferred report configuration without adjusting it each time.

Saving a custom view

1. Click Columns to open the column selection sidebar.

2. Check the columns you want to display in the table.

3. Click Main Filters.

3. Apply your desired filters as needed.

4. Click Save View.
   → The Save View window opens.

4. Enter a name and optional description:

   • Name (required, up to 25 characters): A short, clear name (e.g., My faxes - last 7 days).

   • Description (optional, up to 60 characters): A brief explanation of the view’s purpose.

5. Optional: Set the view as default by clicking set as default.
   The set as default option is disabled until a valid name is entered.

6. Click Create.

Once saved, the view appears in the Custom Views list. To apply it, select the view from the list.

Updating a custom view

1. In the list of available views, click Manage Custom Views.
   → The Manage Custom View window opens.

2. Locate the view under the Name column.

3. Update the name, description, or default setting as needed.

4. Click Save.

Deleting a custom view

1. In the Manage Custom Views window, click the trash icon next to the view you want to delete.
   → The confirmation dialog opens.

2. Click Yes, delete to confirm your operation.