Create and Save a View

“Views” are commonly used by different functional areas of a business. Typically, a fleet might have a Billing view used by one Admin or Manager, and another for managers of different Divisions or groups of drivers. Follow the steps below to save a default View.

1. First, navigate to the Documents tab in the Web Portal.

2. Click the Filter button and apply all the filters you’d like to be saved in your View.

3. Once all relevant filters are applied, it’s time to save this as our “View”. To do so, click the downward-facing arrow to the right of the Documents label in the top left of the page.

4. In the dropdown that appears, select “Save As”.

5. Name your new View in the box that appears. Make sure it accurately describes what the view is used for. It will be accessible and saved across the entire fleet.

6. Click SAVE once complete. Your View will now appear in the list of available Views.

NOTE: To save the view as a default, bookmark the link once selected in your browser. Click that bookmark whenever you need to access that View.