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Saved views

Save a Summary's filters, date range, hidden questions and display settings, and switch between them.

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  1. Set up the Summary: filters, date range, hidden questions, charts or tables, numbers or percentages, sort.
  2. Open Saved views and choose Save view.
  3. Name it (for example “Promoters this quarter”).

Pick a view from Saved views to switch to it. When you change something, the menu shows Unsaved changes; update the view or save a new one. A form can have up to 50 saved views.

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