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Create Saved Views for ITM Reports (AHJ)

Purpose Statement

Saved Views allow users to create customized report layouts within the ITM Reports module by saving filters, columns, sorting preferences, and sharing options. This helps users quickly access the information most relevant to their workflow without needing to reconfigure report settings each time.

Background Information

The Saved Views feature provides a personalized reporting experience in ITM Reports. Users can:

  • Create custom report views
  • Save frequently used filter criteria
  • Customize displayed columns
  • Configure report sorting
  • Mark views as favorites
  • Pin a default view to load automatically
  • Share views with other users or keep them private
  • Clone existing views to create similar reports quickly

Saved Views help improve reporting efficiency and provide consistency across users and departments.

Required Permissions

Users must have access to:

  • ITM Module
  • ITM Reports

Users can edit or delete only the views they create unless they have been granted permission to modify a shared view.

Note: Permission names may vary by agency configuration. Verify the user's ITM Reports access within the First Due Permissions settings.

Video

Step-by-Step Guide

1. Navigate to ITM Reports

  1. Open the Module Stack.
  2. Select ITM.
  3. Click ITM Reports.


2. Open the Saved Views Menu

  1. Select the Saved Views dropdown.
  2. Review the available view categories:
    • Favorite Views
    • Predefined Views
    • Custom Views
    • Shared With Me


3. Mark a View as a Favorite

  1. Locate the desired view.
  2. Click the Star icon.
  3. The view is added to Favorite Views.
  4. Click the star again to remove it from Favorites.


4. Pin a Default View

  1. Locate the desired view.
  2. Click the Pin icon.
  3. The pinned view will automatically open whenever you access ITM Reports.
  4. Click the pin again to remove it as the default.


5. Access Additional View Options

Select the Three-Dot (More Options) menu to access:

  • Add View
  • Edit View
  • Clone View
  • Copy Link
  • Delete View (for views you own)


6. Create a New Saved View

  1. Click Add View.
  2. Enter a View Name (required).
  3. Select the fields you want users to filter by.
  4. Scroll through the available options and select the desired filter fields.


7. Configure Filter Criteria

  1. Under Criteria, select the field to filter.
  2. Choose the appropriate operator.
  3. If required, select or enter a value.
  4. Add additional criteria as needed.
  5. Use AND or OR logic to combine multiple filters.

Example:

  • Pending Reasons
  • Operator: Is Not Null

This displays only records that contain a Pending Reason.


8. Configure Sharing Options

Choose who can access the view:

  • Only Me
  • Everyone
  • Selected Users

If selecting Selected Users, search by:

  • User
  • Rank
  • Role

Select the desired users and click Share.

Optionally enable Allow Other Users to Apply Changes if collaborators should be able to edit the shared view.

Best Practice: Leave this option disabled unless multiple users need to maintain the same shared view. Other users can always clone the view and create their own version.


9. Select Records Per Page

Choose the default number of records displayed:

  • 20
  • 50
  • 100


10. Configure Displayed Columns

  1. Select Add Column.
  2. Choose the desired fields.
  3. Reorder columns by dragging them into the preferred position.
  4. Pin important columns to display them first.
  5. Remove unwanted columns using the X.


11. Configure Sorting

  1. Select the primary sort column.
  2. Choose Ascending or Descending.
  3. Optionally select a secondary sort column.


12. Save the View

  1. Click Save.
  2. The report immediately applies the saved filters, sorting, and column layout.
  3. The new view appears in your Saved Views list.

Best Practices

  • Create views for frequently used reporting tasks.
  • Use descriptive names so views are easy to identify.
  • Mark commonly used views as Favorites.
  • Pin your primary reporting view to save time.
  • Keep shared views standardized for department-wide consistency.
  • Clone an existing view instead of recreating similar reports.
  • Limit edit permissions on shared views to prevent unintended changes.
  • Include only the columns necessary for your workflow to reduce report clutter.

Troubleshooting & FAQs

Why don't I see my saved view?

Verify that the view was saved successfully and that you're looking under the correct category (Custom Views, Favorites, or Shared With Me).

Why can't I delete a view?

Only the creator of a custom view can delete it unless additional permissions have been granted.

Why can't I edit a shared view?

The view owner may not have enabled the option allowing other users to make changes.

Can I modify a predefined view?

No. Predefined views cannot be edited directly. Clone the view to create your own customized version.

Can I share a view with only certain users?

Yes. Select Selected Users and search by user, rank, or role to share with specific individuals.

What happens when I pin a view?

The pinned view automatically loads each time you open the ITM Reports section until another view is pinned or the pin is removed.