Breadcrumbs

Custom View

If you frequently use the same filters, columns, or date ranges, you can save them as a custom view. This allows you to quickly restore your preferred configuration without manually setting it up each time. Custom Views are available for both Inbound and Outbound SMS Reporting.

Saving a custom view

  1. Click COLUMNS.
    -> The left side panel opens showing all available columns.

image-20251028-111830.png

  1. Select or deselect columns as needed.

    • Hidden columns can be re-added at any time.

    • The SMS Received column remains visible and cannot be hidden.

  2. Click the MAIN FILTERS tab and apply your desired filters.

image-20251028-112014.png

  1. Click Save View.
    → The Save View dialog opens.

image-20250203-123548.png

  1. Enter a name for your custom view (up to 25 characters).

  2. Optional: Provide a brief description of the view’s purpose (60 characters).

  3. Optional: Set the view as default by clicking set as default. The default view loads automatically when you open SMS Reporting.
    The option becomes active once a valid name is entered.

  4. Click Create.

Once saved, the view appears in the CUSTOM VIEWS list. To apply it, select the view from the list.

image-20251028-125608.png

Updating a custom view

There are two ways to update an existing custom view.

Update view content (columns or filters)

If you modify the active report — for example, by adding or hiding columns, or changing applied filters — you can save these adjustments back to the same view:

  1. Choose the custom view whose content you want to update.

  2. Make your desired changes in the reporting screen.

  3. Click SAVE VIEW.
    → The Save View dialog opens.

Screenshot 2025-10-28 140008.png

  1. Click SAVE & UPDATE to apply your new layout to the currently selected view.

You can also create a new view from the same dialog by entering a new name and clicking CREATE NEW.

Updating view properties

  1. In the list of available views, select Manage Custom Views.
    -> The Manage Custom View window opens.

manage-custom-views.png

  1. Locate the view whose properties you want to change.

  2. Update the name, description, or default flag as needed.

  3. Click Save to confirm your changes.

Deleting a custom view

  1. Open the Manage Custom Views dialog.

  2. Click the trash icon next to the view you want to delete.
    → The confirmation dialog opens.

  3. Click Yes, delete to confirm your operation.
    -> The view is permanently removed from your custom views list.