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Journey by Forj Support Center

Save Forj Analyze Custom Card

Nicole Brunas
  • Updated

If you find that you are regularly adjusting the filters for certain Cards in your Forj Analyze instance, it may be more convenient to save a version of an existing card. Saved cards should always be moved to a new Dashboard to prevent reverting to original settings. Saved cards can be edited independently from the original card. 

Cards can be saved from either the dashboard or the card's Details view. Follow the steps below to Save a card, add it to a new dashboard, and edit the filters. 

 

SAVE CARD FROM DASHBOARD

  • Hover the Card you wish to save, and click the wrench icon.

  • Select Save As.   
  • Make changes to the Card title and Description if desired.


 

  • Choose a location Dashboard for the Card, or use the option to Create New Dashboard.
  • Uncheck the box labeled Take me to the new card when I'm done, if desired.
  • Click the Save button.

 

SAVE CARD FROM DETAILS VIEW

You can also duplicate a card from its Details view. This is especially useful after you have performed in-depth analysis on the card by filtering the data. 

  • From the Card Details view, click the share icon.
  • Select Save As.
  • Make changes to the Card title and Description if desired.


  • Choose a location Dashboard for the Card, or use the option to Create New Dashboard.
  • Uncheck the box labeled Take me to the new card when I'm done, if desired.
  • Click the Save button.

 

ADD CARD TO DASHBOARD

The saved Card displays in the Dashboard you selected, at the bottom of the page in the Appendix. 

  • Click the Edit Dashboard button to move the Card from the Appendix.

  • Drag and drop the Card from the Appendix into the outlined ADD CONTENT space. 
  • Click the Save button. 

 

EDIT THE CARD FILTERS

Once you have the Card in your new Dashboard, you can edit the existing filter to narrow down the data. 

  • Click the Filter icon to narrow down the data in your Card with additional filters. 
  • Click the Apply button once you have made your selections. 

The new filters will display at the top of the page.

  • Click the SAVE FILTERS button to save your settings. 
  • Enter the New Filter View name, describing the filters you have added.
  • Click the Set as default for everyone checkbox if you would like your settings to be the default for all other Admins accessing your new Dashboard.
  • Click the Save button.