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Help Center Lead Management and Reporting

Creating and Saving Column Views


With WhatConverts, you can customize and save your dashboard view for your user account.

1Log into your WhatConverts account, select your "Profile" from the left side menu. When in your Dashboard, click the "Show Column Display" button.

Where to find the Show Column Display Button in the Dashboard

2Under Save Current Column View, give your column view a name. In the example below, I have used Google Ads. Then, choose the columns (click on the column headers you would like to see - active columns will turn green) you would like to display in your saved view.

Google Ads Saved View

3Click "Save". Your saved view will appear above the Default View and you can switch back and forth as needed.

Google Ads saved view sidebar

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Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Reporting AgencyAnalytics

Last update on April 17, 2020

AgencyAnalytics
Reporting Octoboard

Last update on April 16, 2020

Octoboard
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