You create a view in Mews Business Intelligence to save a specific filter configuration for a dashboard. You use views to quickly switch between commonly used data perspectives, such as a specific property, time period, or business segment, without reapplying filters each time.

 

In this article, you can learn about:

• How to create a view in Mews Business Intelligence
  • Step 1: Open a dashboard
  • Step 2: Apply filters
  • Step 3: Save the view
  • Step 4: Access and apply a saved view
  • Step 5: Update or delete a view

 

How to create a view in Mews Business Intelligence

Step 1: Open a dashboard

1. In Mews Operations, go to the main menu  > Business Intelligence > Overview.
2. Select a dashboard, for example, the Pickup dashboard.

You can now create a view for this dashboard.

 

Step 2: Apply filters

1. Use the filter bar at the top of the dashboard.
2. Select the filter values you want to save, for example, Date of stay - This year to date (YTD)

 

You can apply filters such as:

• Property
• Date
• Business segment
• Reservation status

For example, you can apply filters for Segment and This month.

 

You can now save this dashboard state as a view.

 

Step 3: Create the view

1. Click My views.
2. Click + Create view.

3. Enter a name for the view.

4. Click Save.

The view saves your current filter configuration.

 

You can now reuse this filter setup.

 

Step 4: Access and apply a saved view

Note: If filters change or new filters are added to a dashboard, you may need to update existing views.

 

1. Open the same dashboard in Business Intelligence.
2. Click the My views dropdown.

3. Select a saved view.

The dashboard updates with the saved filters.

 

You can now switch between saved reporting scenarios.

 

Step 5: Update or delete a view

To update a view:

1. Open the dashboard.
2. Select the saved view.
3. Change the filters.
4. Click Save view.
5. Confirm that you want to overwrite the existing view.

 

To delete a view:

1. Open the My views dropdown.
2. Locate the view you want to remove.
3. Click Delete.

4. Confirm the action.

You can now manage saved views for that dashboard.

 

• Views save filter settings only
• Views do not save dashboard layout or visualizations
• Views only apply to the dashboard where you create them