12.4.1 Activity - Create and Save Filters

juanacevedo
New Contributor

12.4.1 Activity - Create and Save Filters

Hi, 

 

In activity 12.4.1 for creating and saving filters, I have gotten this after following the instructions 

juanacevedo_0-1626965202418.png

However, I still cant get the "Forecast Periods" icon at the top left of the chart. 

 

juanacevedo_1-1626965230197.png

 

Can anybody help?

Thanks

 

3 REPLIES 3
ashish.banka
Super Contributor

Re: 12.4.1 Activity - Create and Save Filters

@juanacevedo "Forecast Periods" seems to be a saved view created on the module. If you need to create a saved view from the module, you need to define the line items which you want to show (if required) and apply filters (if required). Then Select View->Save As to create a saved view with selected line items and applied filters. You can manage your saved views from "Manage Views" option from View drop-down.

 

AB

juanacevedo
New Contributor

Re: 12.4.1 Activity - Create and Save Filters

Thanks @Ashish.Banka. Still not clear why I cant see "Forecast Periods" in my screenshot?. Any idea why?
ashish.banka
Super Contributor

Re: 12.4.1 Activity - Create and Save Filters

@juanacevedo Once you create "Saved View" in the module and open it using View->Manage Views, you should be able to see the saved view if you have named it as "Forecast Periods".

 

AB