The “Saved Views” functionality allows users to:
- Save filters, columns, and sorting configurations
- Switch easily between different views
- Share views with colleagues or organizational units
Creating a New View
To create a view, please click on "Add Filter" button and select the fields you want to add to your view.
Select the relevant fields from the list.
The selected fields appear as labeled tags next to the search bar
To save the selected view, click on the Save as New View button.
When click on the Save as New View, a popup window “Save as New View” opens:
First, choose if its a Shared View or Private View.
Choose View Type
Private View: Only you can see it.
Shared View: Define who else can access it.
Enter a View Name
The Name field is mandatory and must be unique.
Than, click Save to create the view, or Cancel to discard changes.
Working with Saved Views
The saved views appear as tabs at the top of the screen, above the filters section.
Active tab highlighted with brand color. You can reorder tabs via drag-and-drop.
Manage Your Views
Click the 3-dot menu on a tab (⋮) to:
Close the view and remove from tabs.
Edit and Share - To edit name/sharing options (only creator)
Save Changes - To update current view (only creator)
Delete View - To delete the view after confirmation* (only creator)
*Deleting a view is permanent and cannot be undone.
📌 Note:
Only the creator of a view can edit or delete it. If you want to make changes to a shared view, use Save as New View.
Opening Existing Views
In order to view the existing views, click on the dropdown "All Views".
A window will open with two sections:
Shared Views
Views created by others and shared with you.
This section will be empty if no shared views are available.
Shared Views
Contains all views you've created – both private and shared by you.
Click on any view will add it to the tabs above.
Reminder
You can reorder columns by adding/ dragging headers → 3 dots tab→ Manage Columns
Available (on the left): Columns you can add to your view.
In Use (on the right): Columns currently displayed in the view.
Reordering: Drag items up or down within the In Use section to change the column order
Adding/Removing Columns: Click items to move them between the "Available" and "In Use" sections.
After finalizing the setup, click Save Changes to apply your column preferences.
This step ensures the data displayed matches your workflow needs before saving it as a view.