Does this apply to you? Look at your sidebar. If it lists Performance Delivery, Project Financials and AI Return separately, yes. If it has a Context entry instead, views work differently there — read Building a view in Context.
Creating a View captures the filters and date range you have applied to a dashboard so you can return to the exact same configuration in one click.
Step-by-step
Open the dashboard you want to save a View on (Performance Delivery, Project Financials, etc.).
Apply the filters you want — date range, team, project, workflow segment.
In the dashboard sidebar, click + New View under the dashboard's name.
Give the View a clear name. Match how your team will refer to it ("Weekly delivery review", "Platform team — Q1").
Click Save. The View appears in the sidebar and is selected automatically.
Naming conventions that scale
Lead with the audience or cadence: "Weekly", "Monthly", "Sprint review".
Include the team or scope: "Platform — Weekly", "Bug Rate — All teams".
Avoid date stamps in names — date ranges are saved inside the View itself.
What you can't change after creating
The dashboard a View belongs to. Views are scoped to one dashboard. To save the same filters on a different dashboard, create a new View there.
Related articles
What is a View?
Editing and filtering Views
Sharing and duplicating Views