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Saving your customizations: Quick Views

Your favorite customizations. One click away.

Written by Juan Garzon
Updated over 2 months ago

Part of Kickbite’s DNA is offering a massive amount of flexibility.

  • KPIs.

  • Drill-downs.

  • Advanced filters.

  • Segments.

  • Comparisons.

Believe me, I’ve seen some crazy beautiful dashboards. And sometimes you invest real minutes making everything perfect, exactly the way you like it.

That’s where Quick Views come in.

Quick Views let you save your custom setup so you can access it again with a single click. No rebuilding. No reconfiguring.

  • Save time on repeated setups

  • Switch instantly between use cases

How to save a Quick View

  1. Apply your customizations

  2. Click on Quick View

  3. Select Save as new

  4. Give your Quick View a name

  5. Choose whether you want auto-saving enabled

  6. Click Save

That’s it.
Next time, just click the Quick View you want to access.


Set your favorite Quick View as the default

You can now choose a default Quick View.

That means the next time you log in, your preferred setup is already there.


How to set it

  • Click on the Quick View menu

  • Choose Set as default



Where Quick Views are available

Quick Views are available in:

  • Marketing Insights

  • Paid Ads

  • Creatives

  • Products

Sharing quick views is not available, but if you want it, reach it so we can include it in the backlog.

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