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How to Save a Table View

In this article you will learn how to save a filtered view when working on any Arch table.

Updated over 4 months ago

You are now able to save different configurations of the Arch table to retain filters, groups, and other customizations. Easily configure and pivot between different views with the following instructions.

Steps

  1. Add Filters or Groups to capture the necessary results

  2. Add or remove any columns you would like captured in the view

  3. Resize the columns as needed

  4. Click Save

  5. Name the view on the below pop up and click Save

  6. To view your newly saved table view, select the option you would like to see next to the Holdings header

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