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Can I save my Insights Dashboard settings or selections?

Save your dashboard view or customisations, including metrics & filters

Updated this week

🎉 Beta Feature: The dashboard Excel download feature is currently under the 'Insights Dashboard Saved Views' beta flag. See our Beta Features article to learn how to turn beta features on & off.
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If you have any feedback on this beta feature, please reach out to support@fathomhq.com.

Save your view of the Insights Dashboard

Any user with 'View Dashboard' access can save their view of the Insights Dashboard to return to at any time. Each user can have up to 20 saved views of the Insights Dashboard.

Saving the dashboard view will save your selections for:

A saved view will not save your selections for other options, such as:

  • Show averages (on/off)

  • Show financial year (on/off)

  • Comparative selection

  • Presentation currency

  • The specific period you are viewing (e.g. December 2025)
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💡Smart Tip: If you want to save the results displayed on the Insights Dashboard, you can download the dashboard to Excel to save a copy of the results.

How to save a dashboard view

To save a view of the Insights Dashboard:

  1. Go to the Insights Dashboard.
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  2. Set up your desired:

    1. Period (e.g. month, quarter, or year)

    2. Metrics/columns

    3. Filters

    4. Sorting options
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  3. Click Saved Views at the top right of the dashboard.

    1. If you already have at least one view saved, click + Save current view.
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  4. Type in a name.
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    📝 Note: You can have a maximum of 50 characters in a saved view name.
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  5. Hit Enter/Return on your keyboard.

Edit a saved view

You can rename or duplicate a saved view. If you want to change the dashboard selections or settings for a saved view, you can save over it or replace it with the current view of the dashboard. You can also delete a saved view.

To edit a saved view:

  1. Go to the Insights Dashboard
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  2. Click Saved Views
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  3. Click the Three dots icon for the view you want to edit
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  4. Select an editing option:

    1. Rename

    2. Duplicate

    3. Replace with current view

    4. Delete

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