> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I save and share a report view?

> Save a report's filters, search and columns as a named view, share it with other staff, and set a default for yourself or the whole club.

<Note>
  **Must know**

  * **What a view keeps:** the date range, filters, search, columns and export format, not the sort order.
  * **Sharing:** a new view is **Only me** until you share it with **Everyone at the club** or **Specific staff**, as view-only or editable.
  * **Defaults:** a report opens on your default view, or else the club default. Setting a club default needs the **Edit Settings** permission.
  * **Deleting a shared view** removes it for everyone it was shared with.
</Note>

**Where to find it.** Every report with an **Export** button has a **Views** button beside it. It names the view you're on and adds a **Modified** badge once you change something. The menu lists **My views** and **Shared with me**. Views are saved per report.

<Steps>
  <Step title="Set up the report">
    Set the date range, filters and search, then tick columns under **Export > Columns (table and export)**. Those picks set the on-screen table as well as the [exported file](/club/money-payouts-accounting/run-and-export-reports).
  </Step>

  <Step title="Save it as a view">
    Click **Views > Save as new\...**. In **Save this view**, enter a **Name** (up to 80 characters) and click **Save view**. Each of your views on a report needs its own name.
  </Step>

  <Step title="Share it">
    With the view selected, click **Views > Share...** and pick **Only me**, **Everyone at the club** or **Specific staff**. For everyone, turn on **Anyone can edit** to let them change it. For specific staff, choose people under **Staff** and set each to **Can view** or **Can edit**. Click **Save sharing**.
  </Step>

  <Step title="Set a default">
    With the view selected, click **Set as my default** to open the report on it every time. With **Edit Settings**, **Set as club default** does the same for staff without their own default, and makes the view visible to all staff whatever its sharing. Once set, these read **Clear my default** and **Clear club default**.
  </Step>
</Steps>

**Changing a view.** Pick a view in the menu to apply it. After changing the report, **Save** updates the view; **Save as new\...** keeps the original. **Save**, **Rename...** and **Share...** appear only on views you can edit: your own, ones shared with you to edit, or any you can open as a club admin.

**Which view opens.** Your personal default wins, then the club default, then the report's own settings. A report has one club default, so setting a new one replaces the old. **Reset to report defaults** returns to the report's own settings with no view selected. It deletes nothing.

**Deleting a view.** Only the view's owner or a club admin sees **Delete view**. After you confirm, a shared view disappears for everyone it was shared with. Anything already exported is unaffected.

**Related:** [How do I run, filter, and export business reports?](/club/money-payouts-accounting/run-and-export-reports) · [Which reports are available, and what does each one show?](/club/money-payouts-accounting/which-reports-are-available) · [Which reports show revenue, tax, and receivables?](/club/money-payouts-accounting/financial-reports-revenue-tax-receivables)