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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Personal Views (Advanced Search)

Share a View

Instructions to share a view to a specific user group and make the view a system view for all of your users.

  • You must have created the view or be a part of the user group that can access the view to do this.
Note: All users can access, but not edit, system views. They can create and edit a copy of a system view, leaving the original view available for all users.
  1. Go to the page with the view you want to share.
  2. In the view drop-down list, click Edit next to the view you want to share.
  3. Share the view: In the User Group drop-down list, select the user group you want to share the view with.
    • To share a view with a specific user group, select the user group from the User Group drop-down list.

      Opened view with the User Group drop-down list expanded to show the Data Quality Team and SPoC Views user groups available

    • To share a view with all of your users, select System View.

      The System View checkbox selected

  4. Click Save Query.
If you shared the view with a user group, those in that user group can now see and use the view. If you made the view a system view, all of your users can see and use the view.
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Last updated: November 14, 2025

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