If you frequently use certain views or reports, you can speed up their usage by pinning them with filters to the quick selection lists that open from the software's top bar. After pinning, you can open the view or report with a single click.
To pin a view:
- First, select the view
- Set the desired filters for the view
- Click the pin button and name the view as you wish.
You can also pin your frequently used reports to the quick selections in the software's top bar:
- Select the desired row from the report list
- Right-click the mouse
- Select Quick Selection > Add to Quick Selection.
Pinned views and reports can be found under their respective buttons in the top bar.
- The
button opens the list of pinned views
- The
button opens the list of pinned reports.
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