Creating and opening analyst copilot dashboard views (EAP)

<body>
<p id="docs-hc-snippet" style="display: none;">In analyst copilot dashboards, you can save your filter and cross-filter settings in asaved viewthat you can quickly return to later. Use saved views to monitor the teams, brands, queues, or other groups that matter to you without reapplying the filters each time.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_pee">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

<div class="article-banner" id="support_with_explore_pe">
<table>
<tbody>
<tr>
<td>
<strong>Support with</strong>
</td>
<td>Explore Professional or Enterprise</td>
</tr>
</tbody>
</table>
</div>

</div>

<div class="body">

<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
</div>
<p class="p">In analyst copilot dashboards, you can save your filter and cross-filter settings in a
<em class="ph i">saved view</em> that you can quickly return to later. Use saved views to monitor
the teams, brands, queues, or other groups that matter to you without reapplying the
filters each time.</p>
<p class="p" dir="ltr">Saved views are only available to the person who created the view. They can be
created by users who can access the dashboard and do not change dashboard permissions or
restrict what other users can see.</p>
<p class="p" dir="ltr">Saved views support the filter types available on the dashboard, including
filters with selected values and time filters. Advanced filter configurations, such as
include and exclude selections are also preserved when supported by the dashboard.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_saved_views__ul_lbd_d3g_dkc">
<li class="li"><a class="xref" href="#topic_lws_d3g_dkc">Creating saved views</a></li>
<li class="li"><a class="xref" href="#topic_qfc_f3g_dkc">Opening saved views</a></li>
<li class="li"><a class="xref" href="#topic_i5z_d3g_dkc">Managing saved views</a></li>
<li class="li"><a class="xref" href="#topic_kxq_pjc_jkc">Understanding saved views and dashboard permissions</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_lws_d3g_dkc">
<h2 class="title topictitle2" id="ariaid-title2">Creating saved views</h2>
<div class="body">
<p class="p">Once you've configured the filters you want, you can save the dashboard view.</p>
<p class="p"><strong class="ph b">To save a dashboard view</strong></p>
<ol class="ol" id="topic_lws_d3g_dkc__ol_pvy_3jg_dkc">
<li class="li">With a dashboard in View mode, create and set filters as required.</li>
<li class="li">In the dashboard top bar, click <strong class="ph b">Saved views</strong>.<p class="p"><img class="image" id="topic_lws_d3g_dkc__image_brq_ckg_dkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rob-acp-saved_views_1.png" width="500"></p>
</li>
<li class="li">Click <strong class="ph b">Save view</strong>.</li>
<li class="li">On the Save view page, enter a descriptive name for the saved view.</li>
<li class="li">If you want the dashboard to always open on the saved view, click <strong class="ph b">Set as
default</strong>.</li>
<li class="li">If this is the first saved view, click <strong class="ph b">Save</strong>. If you already have saved
views, click <strong class="ph b">Save as new</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_qfc_f3g_dkc">
<h2 class="title topictitle2" id="ariaid-title3">Opening saved views</h2>
<div class="body">
<p class="p">After you've saved one or more views, you can access them from your dashboard.</p>
<p class="p"><strong class="ph b">To open a saved view</strong></p>
<ol class="ol" id="topic_qfc_f3g_dkc__ol_px5_mmg_dkc">
<li class="li">With the dashboard in View mode, in the dashboard top bar, click <strong class="ph b">Saved
views</strong>.<p class="p"><img class="image" id="topic_qfc_f3g_dkc__image_v5w_lng_dkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rob-acp-saved_views_3.png" width="500"></p>
</li>
<li class="li">From the list of saved views, click the one you want.</li>
</ol>
<p class="p">The dashboard updates with your saved view settings. To reset the dashboard to its
default state, deselect the saved view.</p>
<p class="p">The selected filters are shown in the dashboard filter controls so you can understand
which data is included in the view. If a saved view is applied the Saved view icon
will indicate this. </p>
<p class="p"><img class="image" id="topic_qfc_f3g_dkc__image_er4_bnc_jkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/saved_view_1.png" width="150"></p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_i5z_d3g_dkc">
<h2 class="title topictitle2" id="ariaid-title4">Managing saved views</h2>
<div class="body">
<p class="p">After you've created a saved view, you can edit its settings or delete it.</p>
<p class="p"><strong class="ph b">To manage a saved view</strong></p>
<ol class="ol" id="topic_i5z_d3g_dkc__ol_kww_tng_dkc">
<li class="li">In a dashboard, open a saved view.</li>
<li class="li">Click the saved view, then select one of the following actions:<ul class="ul" id="topic_i5z_d3g_dkc__ul_bzk_14g_dkc">
<li class="li">
<strong class="ph b">Edit</strong>: Change the saved view name and default behavior.<p class="p">Updating
a saved view changes your personal saved view. It does not modify
the dashboard itself, or other users' saved views. </p>
</li>
<li class="li">
<strong class="ph b">Delete</strong>: Deletes the current saved view.</li>
</ul>
<p class="p"><img class="image" id="topic_i5z_d3g_dkc__image_rk2_yng_dkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/rob-acp-saved_views_4.png" width="250"></p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_kxq_pjc_jkc">
<h2 class="title topictitle2" id="ariaid-title5">Understanding saved views and dashboard permissions</h2>
<div class="body">
<p class="p" dir="ltr">Saved views are work with data that you have permission to access. They
don't:</p>
<ul class="ul" id="topic_kxq_pjc_jkc__ul_pn3_rjc_jkc">
<li class="li" dir="ltr">Create restricted versions of a dashboard</li>
<li class="li" dir="ltr">Hide filters or data from other users</li>
<li class="li" dir="ltr">Change dashboard permissions</li>
<li class="li" dir="ltr">Give you access to data that is restricted by your role or the
dashboard configuration.</li>
</ul>
<p class="p" dir="ltr">Dashboard restrictions and permissions continue to work when you create or
apply a saved view.</p>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/11089230618778",
"url": "https://support.zendesk.com/hc/en-us/articles/11089230618778",
"headline": "Creating and opening analyst copilot dashboard views (EAP)",
"description": "You can save analyst copilot dashboard filter and cross-filter settings as personal saved views, then reopen, edit, or delete them without changing dashboard permissions.",
"articleSection": "Using analyst copilot",
"datePublished": "2026-08-04T17:42:48+00:00",
"dateModified": "2026-08-25T16:30:07.545977+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/11089230618778"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Reporting and analytics",
"@id": "https://support.zendesk.com/hc/en-us/sections/4405298856346"
}
}
}</script>
</body>