What are Saved Views?
Saved Views let you save the exact slice of data you care about — channels, markets, sales dates, KPIs, and table layouts — and reload it instantly. Instead of rebuilding the same setup every week, you can jump straight into the numbers that matter. Whether you’re prepping a weekly report, benchmarking Black Friday against last year, or running a channel-specific review meeting, Saved Views keeps you focused on insights that matter.
How to Create a Saved View
Configure the dashboard with the filters, date ranges, and table layout you need:
Apply the right filters (e.g. Paid Social only, brand vs non-brand).
Select the date range (e.g. Last 7 days, This month vs LY).
Customise the table layout (see screenshot below): drag and drop columns, hide those you don’t need, or reorder/group them for clarity.
Click Save View in the toolbar.
Enter a Name (required).
Click Save.
5. Your view will now appear in the Saved Views menu (from the dashboard title dropdown). The dashboard title updates to reflect the saved view name.
How to Reset to Default
When you’re in a Saved View, you can return to Fospha’s default setup at any time.
Open a Saved View.
Click Reset to default (next to the Saved Views button).
The dashboard will reset to Fospha defaults for filters and date ranges. Table settings return to your last user-defined setup.
How to Share a Saved View
Open the Saved View you’d like to share.
Click the Share icon at the top of the dashboard (next to Reset). The URL will copy to your clipboard.
Or, open the Saved Views dropdown menu, find the view, and copy its link.
Paste the link in Slack, email, or docs to give colleagues the exact same dashboard state.
Note: the saved view itself is personal, but colleagues can open the link and save it on their own account.
Recommended Saved Views
Here are some common setups performance marketers use to save time and keep teams aligned:
PPC Non-Brand YoY (Weekly Reporting)
Name:
PPC · Non-Brand · Last 7 vs LYFilters: Paid Search only, exclude Paid Search Brand
Dates: Last 7 days vs LY
Why: Monday check-ins in seconds; no re-clicking filters, no slip-ups.
Sale Period Benchmark (Static YoY)
Name:
Black Friday 2024 (Static)Dates: Locked to last year’s sale period
Why: Quickly benchmark this year’s sale against last year without rebuilding filters.
Channel-Specific Reports
Names:
Google · Weekly ReportandMeta · Weekly ReportFilters: Channel = Paid Search (Google) / Paid Social (Meta)
Why: Channel manager owns the specific view
Weekly Market Check (Multi-Market Brands)
Names:
US · Paid · This Month vs LY,CA · Paid · This Month vs LY, etc.Filters: Market/storefront-specific, Paid-only
Why: Compare each market's performance one by one.
New-Joiner Starter (Onboarding)
Name:
Weekly Performance ViewWhy: New hires open the same setup as the rest of the team, so they can contribute on day one without learning every dashboard nuance from scratch.
Halo Clients — Unified Performance Overview (Weekly)
Name:
Unified Performance · WeeklyFilters: Amazon Sales ON
KPIs: Unified Revenue, Unified Conversions, Unified ROAS, Unified CPP
Why: DTC and Amazon teams start weekly meetings looking at the same numbers;
Halo — Paid Media Influence on Amazon (Proof for Budget)
Name:
Meta → Amazon Influence · 30DFilters: Source = Meta; Amazon Sales ON
Why: Show how Paid Social is driving Amazon sales to justify budgets with finance and channel leads.
📌 Tip: Saved Views capture everything about how you’ve configured the dashboard — filters, dates, and your table setup. Use them to create reporting templates that match how your team actually works.