Saving Grid Layouts (New Grids)

In the new enhanced grids, you can customize and save different Grid Layouts (also referred to as Grid Favorites) to easily switch between views depending on how you want to analyze or display the data.

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How to Save a Grid Layout

Once you’ve expanded the Grid Layouts panel (click the small arrow on the left side of the window), you’ll see a Save option in the lower-left corner.

To save a layout:

1. Make any necessary changes to the grid (e.g., column order, filters, groupings, summaries, etc.). In the example below, I applied a filter to only show a specific Designer in the Actions to Perform grid.
   
   

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2. Click Save in the lower-left corner of the Grid Layouts panel.
   
   

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3. The Grid Layout Options window will appear.
   
   

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Options in the Grid Layout Options Window

• New – Select this if you want to create a brand-new layout.

  • Enter a name for your new layout in the Name field.
    
    

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• If you’re editing an existing layout, it will be pre-selected in the dropdown.

  • Just click Save to update the existing layout with your changes.
    
    

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Optional Checkboxes:

• Personal Default – Makes this your personal default view for this grid.

• Company Default – (Available to users with permissions) Sets the layout as the default for the entire company.

• Public – Shares the layout with other users.

4. After selecting your preferences, click Save in the Grid Layout Options window to finalize.

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This feature makes it easy to flip between different views and ensures your preferred layout is just a click away the next time you return.

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