> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to save a report view
> Reusable report presentations managed through the Risk Portal Views panel, with permission-dependent changes to saved settings and checks that distinguish presentation updates from report calculations
Applies to report grids with a **Views** side panel.
A named view retains a report's column arrangement, grouping, filters, and sorting.
It saves presentation settings associated with a report definition.
It does not create a new report calculation or freeze the displayed values.
## What is required before saving a view?
* An accessible report with a loaded grid and **Views** panel.
* Permission to create a view, or update permission for an existing view.
* The required column, grouping, filter, and sorting settings already applied.
## How to create a named view
1. Select **Views** beside the report grid.
2. Select **Save as new**. The **Create View** dialog opens.
3. Enter a descriptive name in **New view name**.
4. Select **Save**.
Verify that the named entry appears in **Views** and becomes selected.
A closed dialog alone does not confirm that saving succeeded.
Read any displayed error if the named entry does not appear.
## How to apply a saved view
1. Open an accessible result for the same report definition.
2. Select **Views**.
3. Select the required named entry.
Verify that the expected columns, grouping, filters, and sorting are applied.
View availability depends on access to the saved presentation.
Access to the underlying report and data remains necessary.
If **Unsaved Changes** appears, select **Cancel** to retain the current work.
Save the required changes before selecting another view.
Select **Discard** only when the pending changes can be abandoned.
Save deliberately before switching views; not every presentation adjustment produces an unsaved-changes warning.
## How to update an existing view
Updating a shared view changes the saved presentation available to other users with access.
Use **Save as new** to retain a separate version instead.
1. Select the existing entry in **Views**.
2. Apply the required presentation changes.
3. Select the entry's disk-shaped save icon, if available.
Verify that no save error appears.
Reapply the named view from an accessible result to check that the intended settings were retained.
An unsaved-changes message alone is not a complete record of changes.
The update control requires write access to the view.
Use **Save as new** when the current entry cannot be updated, including **Default**.
## How to rename a view
1. Select the required entry in **Views**.
2. Select its **Edit name** icon, if available.
3. Enter the new name in **Edit view name**.
4. Select **Update**.
Verify that the list shows the revised name.
## How to remove a view
Deletion removes the saved presentation, including its availability to users who shared it.
Confirm the selected view and check whether other users still need it before deleting.
The underlying calculated report data is not deleted by this action.
Deletion requires separate permission; a visible delete control does not guarantee that the request will succeed.
1. Select the required entry in **Views**.
2. Select **Delete view**, if available.
3. Select **Delete** in the confirmation dialog.
Verify that the entry disappears from **Views**.
## How can the default presentation be restored?
Select **Default** in **Views**.
If **Unsaved Changes** appears, preserve or discard the current changes as required.
Verify that the configured columns and grouping return and column filters are cleared.
See [Choose columns](./choose-columns), [Group results](./group-results), and [Filter and sort results](./customize-a-report) for individual settings.