Skip to main content

Search

Knowledge Center

Create Saved Views for ITM Reports (Business Provider)

Purpose Statement

Saved Views allow Service Providers to create personalized ITM Report layouts that match their workflow. Users can save filters, column selections, sorting preferences, pagination settings, and sharing permissions to quickly access the information they need without rebuilding report settings each time.

Background Information

ITM Reports provide flexible reporting capabilities for Service Providers. Creating Saved Views helps users:

  • Quickly access commonly used report configurations.
  • Reduce repetitive report setup.
  • Standardize report layouts across teams.
  • Share report configurations with other users when appropriate.

Users can also:

  • Mark views as Favorites.
  • Pin a default view to automatically open when accessing ITM Reports.
  • Clone existing views to create variations.
  • Share views with other users.

Required Permissions

Users must have permission to access:

  • ITM
  • ITM Reports
  • Saved View creation and editing (if applicable)
  • Shared View management (when sharing with other users)

Note: Required permissions may vary by agency configuration.

Video

Step-by-Step Guide

1. Open ITM Reports

  1. Navigate to ITM.
  2. Select ITM Reports.


2. Review Existing Views

Use the Saved View drop-down menu to access:

  • Favorite Views
  • Predefined Views
  • Custom Views
  • Shared Views


3. Manage Existing Views

From the Saved Views list you can:

  • Star a view to add it to Favorites.
  • Unstar a view to remove it from Favorites.
  • Pin a view to make it your default report when opening ITM Reports.
  • Unpin a view to remove it as the default.


4. Create a New Saved View

  1. Select the three-dot menu.
  2. Click Add View.

You can also:

  • Clone an existing view.
  • Copy a link to a view.


5. Name the View

Enter a descriptive name.

Note: A view name is required before the view can be saved.


6. Configure Report Filters

Select the fields you want available for filtering.

Examples include:

  • Address
  • ITM ID
  • Status
  • System Type
  • Service Type
  • Next Service Date

Additional fields are available depending on your reporting needs. (Keep Scrolling to see other choices)


7. Define Filter Criteria

Choose:

  • The field
  • The operator
  • The value (when applicable)

Examples of operators include:

  • Equals
  • Is Not
  • Is Null
  • Is Not Null

Available operators vary depending on the selected field.


8. Add Additional Criteria (Optional)

Select Add Criteria to create additional conditions.

Choose whether conditions use:

  • AND — all conditions must be true.
  • OR — any condition may be true.


9. Configure Sharing Options

Choose who can access the view:

  • Only Me
  • Everyone
  • Selected Users

When sharing with other users, you can optionally allow them to make changes to the shared view.


10. Set Default Pagination

Choose how many records appear per page:

  • 20
  • 50
  • 100


11. Configure Report Columns

  1. Open the Columns section.
  2. Search for or browse available columns.
  3. Select the columns to include.
  4. Click Add Columns.

You can then:

  • Drag and drop columns into the desired order.
  • Pin important columns so they remain visible while scrolling.
  • Configure sort order (Ascending or Descending).


12. Save the View

Click Save.

The new Saved View becomes available immediately and appears under Custom Views.


13. Edit or Delete Saved Views

Open the three-dot menu for an existing view to:

  • Edit
  • Create another new view
  • Clone
  • Copy Link
  • Delete

Best Practices

  • Use descriptive names that clearly identify the report's purpose.
  • Keep filter criteria as simple as possible for easier maintenance.
  • Pin your most frequently used view to save time.
  • Favorite commonly used views for quick access.
  • Share views only when they are useful for multiple users.
  • Organize columns in the order users naturally review information.
  • Pin key identifying columns such as Status or ITM ID for easier navigation.

Troubleshooting & FAQs

Why can't I save my view?

Ensure the view has a name. A name is required before saving.

Why don't I see any report columns?

Columns must be added before saving the view. If no columns are selected, the report will not display any report fields.

Why can't I share a view with another user?

Verify that additional users exist within your organization and that your account has permission to share views.

Why doesn't a value appear when selecting filter criteria?

Available values depend on the selected operator. Operators such as Is Null or Is Not Null do not require a value.

How do I make a report open automatically every time?

Pin the Saved View. Pinned views automatically open when entering ITM Reports.