How to create, edit, rename and delete Explore Views

How to create a view

From scratch

1. Log into Copilot

2. Navigate to the left navigation bar and select the list to start from:  My Book of Accounts, My Book of Persons, All Accounts or All Persons.

3. Click on +New rule to add filters

4. Click Save view at the top right

5. Enter a name

6. Click Save view

The view is now saved in the list of views. The views refresh automatically every 4-12h.

From an existing view

1. Open the view you would like to edit

2. Edit the filters (This won’t change the initial view until you click save)

3. At the top right, click Save view

4. Select Create a new view

5. Click Save view

The new view will appear at the bottom of your views.

How to edit a view

1. Open the view you would like to edit

2. Edit the filters (This won’t change the initial view until you click save)

3. At the top right, click Save view

4. Select Save changes to the current view

5. Click Save view

How to rename a view

1. Open the view you would like to edit

2. At the top right corner click on the […] button and Rename
   

3. Enter a new name

4. Click Save

How to delete a view

1. Open the view you would like to edit

2. At the top right corner click on the […] button and Delete

3. In the pop-up confirm Yes, delete view