Managing Training Matrix Views
How to create, update, remove, and share custom views in the Training Matrix.
Manage Views allows you to save specific filter and display configurations in the Training Matrix for quick reuse. Views can be personal or shared globally.
Creating and Using a View
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Apply the desired filters and display options to the Training Matrix.
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Select 'Manage Views'.
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Ensure 'Save new view' is selected.
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Enter a descriptive 'Name' for the view.
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Optionally, check 'Global view' to make this view available to other Training Matrix users.
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Select 'Save'.
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To use a saved view later, select it from the main view dropdown list (usually located near the top or via a specific 'Views' button/menu).
Removing an Existing View
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Select 'Manage Views'.
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Select the 'Update/Remove existing views' option.
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Select the view you wish to remove from the list.
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Select the 'Remove' button.
Updating an Existing View
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Apply the new filter/display settings you want to save to the view.
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Select 'Manage Views'.
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Select the 'Update/Remove existing views' option.
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Select the view you wish to update from the list.
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Optionally, edit the view name using the 'Edit' icon if needed.
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Select the 'Update' button. The view will now reflect the currently applied settings.
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