You can save your customised view to trigger alerts, email it as a scheduled report as well as apply these settings to the Optimiser.
To save a view, begin by selecting the filters you wish to apply to your view. This includes "Show report for", "When communicating with", the date range as well as the advanced filters.
Once you have configured your preferred settings, simply click on the "Save this view" button.
After clicking "Save this view," a pop-up will appear that enables you to further customize how you want your view to be set up. This additional step allows you to refine and tailor your view according to your preferences.
For instructions on how to set up scheduled reports:
https://help.timetoreply.com/how-do-i-create-a-scheduled-report-using-views
For instructions on how to set up alerts:
https://help.timetoreply.com/how-do-i-create-an-alert-using-views
For instructions on how to set up views for the Optimiser:
https://help.timetoreply.com/how-do-i-save-my-optimiser-settings