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Home > English > Your Marin Account > Grids, Tabs & Columns > How To Articles: Grids, Tabs & Columns > Saved Views

Saved Views

Introduction

The Platform's grid is a great way to create customized views, but there may be times when you want to switch between these views quickly. That's where Saved Views come in handy.

Marin has been designed from the ground up to streamline your workflows. With this in mind, we've created the Saved Views feature to make it easier to use, more collaborative, and more intuitive than ever before. Marin's Saved Views feature allows you to create views for yourself or your whole account, then share them with colleagues in one click. 

We'll walk you through how to create, share, edit, or delete your saved views. 

In this article, we'll discuss how to use saved views in both MarinOne and Marin Search.

What is a saved view?

If you've ever found yourself needing to re-apply your filters, columns, and other sorting options every time you want to view a certain sub-set of data, the Saved Views feature is for you. It allows you to set up the grid of any main tab to your precise criteria, then save that configuration and load it anytime you'd like. Not only that, but you can also share your saved views with colleagues via a handy URL. 

Additionally, in MarinOne, Dashboards are created using Saved Views as building blocks, so if you plan to build out any Dashboards in the future, Saved Views will serve as your starting point. 

types of Saved Views


In MarinOne


In MarinOne, there are three types of saved views:
 

  1. My: Created and accessible to a single user.
  2. Shared (Customer): Created by a user and accessible to all users that have access to clients within the same customer. These views can be shared with other users and clients.
  3. Marin: Created and managed by Marin's internal teams, but accessible to all users.
     

Each view option also has its own tab within the Manage Views section of MarinOne, listing all created views by category.
 

audience reporting.PNG

 

Also, you may notice Saved Views that contain "(Migrated)" after their name. These indicate Marin Search Saved Views that have been migrated to MarinOne. You might see these in your Dimensions grid, among a few other locations in MarinOne. 

In Marin Search

In Marin Search, there are two options when sharing a view:
 

  • Share with a specific user: This will only make the view available to the specific user selected.
     
  • Share with all users of the client: This will make the view available to all users of the current client.
     

Shared views can only be modified or removed by its creator. Other users can save the shared view as their own and make any modifications they would like. These modifications will only affect the new private view created.

Creating a Saved View


In MarinOne  

  1. First, log in to MarinOne and head to the main tab for which you'd like to create a saved view; for example, the Campaigns tab.
     
  2. From here, use the Column SelectorCalendar Selector, and filters to create the specific view that you'd like to save or share. 
     
     

    sv2.jpg

     

  3. Once your grid is set up to  your liking for your saved view, click the Manage Views button ('star' icon) above the grid.
     
  4. Click the Create New tab.
     
  5. Enter a Name and set access rights for this view. From the Save View To drop-down box, you can pick either User (just yourself) or Customer (all users who have access to this client). Note that if you choose the Customer option, any of your colleagues who also have access to this client will also be able to see and apply your saved view. 
     
     

    Saved Views 1b.gif


     
  6. In the Description box, you can double-check that all of the settings are correct, then click Save. Your new saved view will now be available to use as per the sharing settings you set up earlier. 
     
  7. You're all set! See the next section for details about how to apply your saved view in the future, or use any of the saved views that have been shared with you. 

In Marin Search

  1. As always, the first step is to log in to the Platform as normal, then head to any one of the main grids that you'd like to create a view for. In our example, we'll head to the Campaigns grid.
     
  2. Next, use the Platform's View Builder to create the view that you'd like to save. You're able to choose a date range, add custom filters, and pick and choose the columns you'd like to appear in your view. Once your view is finalized, it's time to save it.
     
  3. On the left-hand side of the grid, you'll see the Views section. This is where the magic happens.
     

    sv1.png


     
  4. To save the view you've created, simply click Save View.
     

    sv2.png


     
  5. In the pop-up that appears, you'll be able to give your new view a name. You can also choose to save it as either a Grid View or a Dashboard Widget. In this case, we want to choose Grid View. The other option can be used if you'd like your view to appear as a widget on the Platform Dashboard (accessible via the Home tab).
     
  6. In this same box, you can also use the Share with section to choose a specific colleague to share your view with, or to share it with everyone in this account.
     
  7. Once you've selected your options, simply click Save and your new view will be saved. Simple! When you click into the My Views drop-down box, you'll see that your new view has been added to the list to be used anytime you need it. 
     

    sv3.png


     
  8. If you make any changes to the grid while your Saved View is active, it will become inactive again. Want it back? Just click the drop-down box and select it again. Easy!
     
  9. And that's it; those are the basics of using Saved Views

Applying a saved view


Once you have saved views that you've either created yourself or have been shared with you, you can quickly apply them to the relevant grid by following the steps below. 

In MarinOne  

  1. First, head to the main grid to which the saved view applies -- for example, the Campaigns tab. 
     
  2. In the upper-right corner of the grid, click the Manage Views button ('star' icon).
     
  3. The Saved Views pane will appear and you'll be able to access any saved views to which you have access. You'll notice three tabs: 
  • My: Views created and accessible to a single user.
  • Shared (Customer): Views created by a user and accessible to all users that have access to clients within the same customer. These views can be shared with other users and clients.
  • Marin: Views created and managed by Marin's internal teams, but accessible to all users.
 

Saved Views 2b.gif
 

  1. In the list of saved views, you can mouse-over any item for a preview of the view's settings. When you're ready to apply it to the grid, just click to highlight the view, then click Load at the bottom of the pane. 
     
  2. That's it! The grid will now be refreshed and, (like magic), your chosen saved view will be applied.

In Marin Search

  1. First, head to the main grid to which the saved view applies -- for example, the Campaigns tab. 
     
  2. To the left of the grid, navigate to the Views drop-down.
     
  3. From the drop-down, select the saved view you'd like to load.
     
  4. That's it! The grid will now be refreshed and, (like magic), your chosen saved view will be applied.

Sharing your Saved Views


In MarinOne

Collaboration is at the heart of the Saved Views feature, so you'll find it's easy to share the views you create with your colleagues. You can do this either by setting a view to be accessible to any users with access to a specific customer, or by copying a handy link and sharing it with others.

Below we'll outline how to do each of these.

Sharing a saved view at creation

When you're creating a saved view as outlined above, you'll be able to select either User or Customer via the Save View To drop-down box. To share your view with anyone who also has access to this client or customer, simply select the Customer option; once saved, your view will appear for those users in the Manage Views menu. 
 

Sharing an existing saved view

You can share most previously-created saved views in just a few clicks. To do so, follow these steps:
 

  1. First, navigate to the relevant grid to which the view applies.
     
  2. Next, click Manage Views ('star' icon) in the upper-right corner. Locate the saved view you'd like to share. 

    Note: Saved views originally created in Marin Search and 'My Saved Views' cannot be shared, though there will be a sharing option shown and a link provided.
     
  3. Click on the view you'd like to share in the list, and you should see a 'link' icon on the right of the window. Click this button. Click the icon and either copy the generated URL or click the link icon in the pop up to copy the URL to your clipboard. You can now paste the link into an email or anywhere you need it. Note: The saved view will be applied to whichever customer you're currently viewing in MarinOne, so you can use it across all of your customers.  
You can also find the Share this view link within the saved view creation window, so you can share your views right away before they're even saved. Talk about time-saving! 

In Marin Search

In Marin Search, your sharing settings are determined at the time of the saved view creation. You can use the Share with section to choose a specific colleague to share your view with, or to share it with everyone in this account. This means that other Marin users who have access to this Marin Client Account will see the same saved view in their own Views drop-down.

Deleting a Saved View


When you no longer need a specific saved view, you may want to remove it from the Saved Views list. Deleting any saved view is a piece of cake -- just follow these steps:

In MarinOne  

  1. Head to the relevant grid and click on the Manage Views ('star' icon) in the upper-right corner.
     
  2. Here you'll see the three different view options available to you, however, you will only be able to delete the views in the My or Shared tab.  Mouse-over the saved view that you'd like to remove. 

    Important note: When deleting a Shared view you will also delete the view for your colleagues -- so be certain before you click that button!
                   
  3. On the right of the saved view line item, you'll see a 'trash can' icon. Click it and you'll receive a confirmation message asking if you're sure you'd like to delete this view. From here... well, you can probably work that one out for yourself. Just be certain you're happy to say goodbye to your saved view before you continue!

 

Saved Views 3b.gif

 

In Marin Search

Once you're done with a particular view, you may want to delete it in order to clear your list a little. That's easy too. Simply load the view by selecting it from the drop-down, then click the Remove View link that appears in the Views section while it's active.
 

sv4.png
 

Editing a Saved View


Editing a Saved View is now easier than ever! Simply follow the steps below to update your previously-saved views.

In MarinOne  

  1. Head to the relevant grid and click on the Manage Views ('star' icon) in the upper-right corner.
     
  2. Within the Manage Views overlay, you'll land on the Saved Views tab by default. Simply select one of your previously-saved views and click Load
     
  3. Once your Saved View has finished loading in the Grid, you can make any edits you need to make, such as adding or removing columns, adjusting your filters, or updating your date range.
     
  4. Then, you'll need to click on Manage Views ('star' icon) once more. Your newly-edited Saved View will show up in bold to indicate that it is the one that is currently loaded in the Grid.
     
  5. From here, go ahead and click Update
     
  6. You'll see a confirmation message asking if you're sure you would like to update and save. Click Yes to save your newly-updated view. 
     

    Saved Views 4.png
     

  7. If your Saved View has been added to a Dashboard, you'll see a Dashboard icon ('four blocks') next to your Saved View. If you hover over this icon, you can see links to the Dashboard(s) to which this Saved View has been added. If you click on the name of the associated Dashboard, that Dashboard will open up in a new tab in your browser.
     

    Saved views 8.png
     

  8. When you make edits to a Saved View that has been linked to a Dashboard, you will see the following message: "Editing the Saved View will also update the view on the linked Dashboard. Are you sure you want to update?" Simply click Yes to confirm and proceed. 

 

Note: If you need to make one-time updates to your Saved View, you can do so from the Grid. Simply skip steps 4 through 8 and your previously-saved view will remain in-tact without saving your latest updates. 

In Marin Search

If you make any changes to the grid while your Saved View is active, it will become inactive again. Want it back? Just click the drop-down box and select it again. Easy!

If you would like to make changes to an existing saved view, simply select it, make the necessary changes to your grid. Then, re-save your view under the same name. This will overwrite the existing saved view, so make certain you're ready to proceed before you hit Save

Saved views in MarinOne (from Marin Search)


You can also migrate select Saved Views you've already created in the Marin Search platform. These will appear in the My view with a blue exclamation point.

Any changes you make to your Saved Views in Marin Search on the Channels, Campaigns, Groups, Keywords and Creatives grids are synced into MarinOne for some users.

Note: This sync is not bi-directional, so any views created in MarinOne will not appear in Marin Search

To edit a migrated view, simply create a new Saved View by loading the view migrated from Marin Search, making your edits, then saving the view in MarinOne. 

Important Information


In Marin Search

  • Note that custom columns within a saved view will only be available to view in the account within which the view was created. This is because each conversion type/custom column has its own unique identifier that cannot be shared across accounts.
  • Note that Dimensions within a saved view will only be available to view in the account within which the Dimension was created. This is true even if there is a Dimension by the same name being used in another Marin Client Account. 
  • Saved views can be accessed across multiple client accounts with the standard columns (i.e. Groups, Pub. Cost, Impressions, Conversions).
  • When you delete a saved view, the saved view in the shared accounts will also be deleted and they cannot be recovered. In that case, you need to recreate the view. If you have an old report created from the saved view, it could be used as a guide to recreate the saved view.
  • Currently Save View does not support 'and' and 'or' in the filters, and this could cause the saved view to be blank when selected. Please do not include these logic operators in the filter.
  • Saved Views created in Marin Search on the ChannelsCampaignGroupKeywords and Creatives grids are available in MarinOne for some users. Any changes made to those Saved Views will sync into MarinOne’s My Saved View. 
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