Edit Saved View to include New Line Items
Hello! I have a saved view that currently include 16 line items/columns in an exported report. In the exported report, I need to include 3 additional line items/columns, that has been added along with calculations, to the reporting module "REP005 Deferred Tax Report" (see attachment).
My questions is, how do I edit the saved view to include the additional 3 line items, so when the report is exported there will be a total of 19 line items/columns? Any help or suggestions would be greatly appreciated!
Answers
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To edit export you will have to save it with the same name once more.
Saved view is not affecting the export.
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@KirillKuznetsov I'm not 100% following. So if the saved view is "SV: FrontDoor", are you saying to create the saved view with the exact same name?
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To edit view on the dashboard then you have to open the saved view which you already have and reselect items you want to be shown. Then click save to override this view.
If you have an Export action to download the report then to edit this export action you have to save this export with the same name.
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@KirillKuznetsov Okay I was able to reselect the items to be shown. But now I'm trying to figure out how to edit the action and update it
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Please use modelling experience and you have to start export of the selected view.
Then select Save export and rename the default name.
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@wbroughton - Kirill hit the nail on the head. The only way to update a saved export currently is essential recreating it - by inputting the same Export Name it will override the existing export action.
This can be very confusing and many feel that if an export action is created from a Saved View the export should automatically update to reflect any changes to that view. Please feel free to lend you support to this enhancement proposed in the Idea Exchange: https://community.anaplan.com/t5/Idea-Exchange/Update-export-actions-created-from-a-saved-view-when-saved-view/idi-p/47825
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