Managing views

On multiple pages you have the ability to edit your views depending on what you want to see. To do this simply click on the three vertical dots and select 'edit' or 'add' view.

You'll find that you have the option to toggle the clients, labels, platforms and metrics that appear in your budget view: 

By default, all your clients will be selected to display, if you'd like to only show certain ones, you will need to manually select them from the client tree. 

Under labels, you can filter by labels that you have created. 

Under platforms, you can choose to display only Google accounts or bing accounts, or both.

Under metrics, choose the metrics that you want to display by choosing each individually from the drop down and selecting 'add metric'. 

When you are happy with your view, hit ‘save view’. 

If you want to create a seperate view (to split out bing and google clients for example), simply create a new view by selecting add view: 

Give this new view a name, and then follow the same steps listed above. Remember to hit save when done. 

You’ll now see your saved views in the drop down which you can toggle between later.

We hope you enjoy using the views and if you have any questions, feel free to reach out for help!