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Table of Contents

Overview

You have the option of saving a view of the Results page. This saves all the current filter options, searched words, and column configurations so you can quickly apply the same view to the Results page later.

Saving a View

  1. Apply the desired filters to the results.

  2. Click Save this view on the upper-right side of the page.

    Save this view.pngImage Added

  3. Select if this is a public view (available to all users), private view (available only on the machine on which it is created), or a document set (a public view that will be available to be used as a data source when creating a new Discover scan).

  4. Type the name you want to give the view.

  5. Click Save.

    Save Current View Modal Full.pngImage Added

Applying a Saved View

  1. Click My saved views on the upper-right side of the page.

    My Saved Views.pngImage Added

  2. Click to select the view type (public, private, migrated, or document sets) based on the view you want to apply.

  3. Select the view you want to apply.

Updating a Saved View

  1. Apply the saved view.

  2. Make adjustments to the filters and/or search as needed.

  3. Click Save this view. The Save Current View modal displays.

  4. Click to select the corresponding view type.

  5. Click Save next to the saved view you want to update.

    Save as an Existing View.pngImage Added

Renaming a View

  1. Click My saved views on the upper-right side of the page.

  2. Click Manage saved views.

    Manage Saved Views.pngImage Added

  3. Click to select the corresponding view type.

  4. Click Rename next to the view.

    Rename a Saved View.pngImage Added

  5. The name field becomes editable. Edit the name as needed.

  6. Click Save to save the edit.

    Save Renamed View.pngImage Added

  7. Click the X in the top-right corner of the modal to close it.

Info

The Migrate view option allows you to add items to an intelligent migration job using the selected save view. Any items that meet the criteria for the saved view will be added to the selected intelligent migration job automatically.

Deleting a View

  1. Click My saved views on the upper-right side of the page.

  2. Click Manage saved views.

  3. Click to select the corresponding view type.

  4. Click Delete next to the view. The view is removed from the list.

  5. Click the X in the top-right corner of the modal to close it.