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

# Creating New View And Exporting The Data

> This article will guide you through the process of creating, saving, and exporting a new view.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/published_v11/video.mp4" />

This article will guide you through the process of creating, saving, and exporting a new view.

**Step 1:** Begin by filtering out the accounts.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/36712fac-d03a-41cc-b896-72ac293bb36f.png)

**Step 2:** For instance, select 'call' and then click on 'Apply'.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/e6e25529-9d14-42b6-8ded-a4f5ccbf093e.png)

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/a2b314c0-b854-422e-bd92-8b64a3c117ba.png)

**Step 3:** After applying the filter, decide whether to save it as a new view or reset the filters on the right side.

**Step 4:** Proceed to save it as a new view.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/a7d4e969-e600-4d26-a512-25dc261ad26a.png)

**Step 5:** Name the new view, for example, 'opportunities'.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/304db944-7512-486f-bbdc-3fdf977c5851.png)

**Step 6:** If you want this to be your default view, toggle the button.

**Step 7:** Save your settings.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/258cb74a-24e7-443c-92f6-65f646da4a20.png)

**Step 8:** Once saved, you'll see it added to the list of your books and all accounts in the top right corner.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/410b7207-69b1-477c-96ea-334488a4735e.png)

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/c54594e5-e41b-4e6f-9e51-968af26a00a1.png)

## Choosing Which Columns to Show

You can also control which columns appear in a view:

1. Click **Customize** in the toolbar above the table.
2. Choose **Select Fields to Display**.
3. Check or uncheck the fields you want as columns, and drag to reorder them.
4. Close the panel — your choices apply immediately and are **saved automatically**. There is no separate Save button, and your column setup is remembered the next time you open the view.

## Exporting the View

**Step 9:** To export this view, click anywhere in the table.

**Step 10:** Right-click to see the 'export' option.

**Step 11:** Choose to export it as a CSV or an Excel file.

**Step 12:** If you no longer need this view,

**Step 13:** You have the option to delete it.

**Step 14:** Here's how to delete the view.

That's it! You've now learned how to create, save, and export a new view.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/2b7d242c-a762-428e-876c-f9877201c0e9/dc79a6fe-4d15-499c-992f-4c59083c79a4/images/c5f4cdc4-64b9-4f1a-b025-ed58ed115b19.png)