A saved view stores a specific set of filters, columns, and sort order for a table, so you can get back to exactly the slice of data you need without rebuilding it every time. Saved views are available on Applications, Approvals, People, and Suppliers.
Find your views
At the top of each of these pages, you'll see:
+ — start a new view based on your current filters and columns.
Views — opens the full list of views for this page.
All — the default table, with no view applied.
A row of tabs — the views you've pinned. Each page has its own set, up to six tabs.
Switch views
Click any tab to switch to that view straightaway.
For a view that isn't pinned, click Views to open the full panel:
All views lists everything you have access to, grouped by Personal, Team, and Organisation, and sorted A–Z within each group. Click a group to expand or collapse it, and use View more if it's cut off.
Favourites lists just your pinned views, in the order they appear as tabs.
Click a view anywhere in the panel to open it. The panel stays open afterwards, so you can click through a few views in a row without reopening it each time.
Create a view
Set up the table the way you want it: apply filters, choose your columns under Display, and set a sort order.
Click Save. This becomes active once something differs from the view you're currently on.
Give it a Name (up to 30 characters — this is what shows on the tab), and optionally a Description (up to 200 characters). The description appears as a tooltip when someone hovers over the view's name.
Choose who it's for:
Personal — only you can see and use it.
Organisation (everyone) — shared with everyone in your org.
If you don't have permission to edit organisation settings, your view saves as Personal automatically and you won't see this choice.
Click Save.
Pin your favourite views
Pinning is personal, and it's set up separately for each page — Applications, Approvals, People, and Suppliers each keep their own set of pinned tabs, and everyone sets up their own. It's worth doing this once up front: pin the views you check most often so they're waiting as tabs every time you open the page.
To pin a view:
Click Views to open the panel.
Find the view under All views or Favourites.
Click the heart icon next to it, or open its ••• menu and choose Favourite.
It now shows up as a tab. You can pin up to six views per page — once you're at six, unfavourite one (click the heart again, or choose Unfavourite from its menu) before pinning another.
To reorder your tabs:
Open the ••• menu on one of your tabs and choose Nudge left or Nudge right, or
Click Views → Favourites and move a view to a new position. This order sets the left-to-right order of your tabs.
Edit or delete a view
Open the ••• menu on a tab, or on any view inside the Views panel:
Edit — update the name, description, or visibility, then Save.
Delete — you'll be asked to confirm, since this can't be undone.
What you can do to a view depends on its visibility and your permissions — editing or deleting a Team or Organisation view generally requires edit-settings permission.
Adjust what a view shows
Display — show or hide columns, and resize them (Compact, Default, or Wide). Column widths save as part of the view.
Sort and Adv Filters — set the sort order and any advanced filter conditions.
Reset all — reverts the table back to the view's last saved setup.
A couple of columns on each page (for example, Name) are sticky and stay visible while you scroll horizontally — these can't be hidden.
Good to know
A view is hidden automatically from anyone who doesn't have permission to see the data it filters on — for example, a location or people type they can't access. So the same page can show a slightly different set of views to different people.
Hover over a view's name, either on its tab or in the Views panel, to see its full name and description.
Still need help? Please email us at [email protected].