Use Views to Filter Reporting Data
Views are a simple and efficient way for you to filter conversation data within the reports built in to Help Scout. In most reports, you can choose to filter data by inbox, tag, folder, and/or custom fields.
The ability to create and manage Views requires the Manage Views permission. Users that do not have that permission can still use Views in reports if they have other permissions to reports. See User Roles and Permissions for more on permission settings.
In this article
Create and Save a View
Select any report from the Reports dropdown menu.
Note: The Docs report has different options for Views, but function the same way.
To remove conditions, click the grey ☓ next to each line item.
The example View above will filter data from the J&G Clothing Help inbox, AND the damaged OR the due-today tag.
To keep the View you've just created to use again in the future, click Save, name it, then click Save again. You will find the View listed in the Views dropdown list.
Manage Views
You can edit or delete views at any time if you'd like to change any conditions, or if the data is no longer relevant or needed, as long as you have the Manage Views permission. The Views list uses alphanumeric sorting.
The report will then update to show that particular view. Click Edit to begin editing the view.
After changing or adding the conditions to your liking, click Save Changes to save the existing view. If you'd rather do away with the view completely, choose Delete. There is no option to recover a deleted view.
