Editing, Cloning, and Deleting a View

You can edit, clone, and delete a view. Before you do, familiarize yourself with the consequences of these actions.

Edit a View

When you edit a view, all changes are applied to the report templates that contain it. To edit a view, from the left menu, click Visualize > Views. From the Views panel, click Manage. Select a view from the Views page, click the vertical ellipsis against the view and select Edit.

Clone a View

When you clone a view, the changes that you make to the clone do not affect the source view. To clone a view, from the left menu, click Visualize > Views. From the Views panel, click Manage. Select a view from the Views page, click the vertical ellipsis against the view and select Clone.

Delete a View

When you delete a view, it is removed from all the report templates that contain it. To delete a view, from the left menu, click Visualize > Views. From the Views panel, click Manage. Select a view from the Views page, click the vertical ellipsis against the view and select Delete.