Saved views

A saved view stores a report’s columns, filters, sorting, and date range under a name you choose. Instead of setting up the same report each time, you open the view and it’s ready.

Save a view

1. Open a report and set the columns, filters, sorting, and date range you want.
2. Click Save view.
3. Give it a clear name — for example “Low stock — Main warehouse”.
4. The view appears in your list of saved views for that report.

Open and update a view

• Open a saved view from the Reports list to run it with its stored settings.
• Change any filter or column, then Save to update the view or Save as to create a new one.

A saved view stores the settings, not a snapshot of the data. Each time you open it, the report runs fresh against your current records.

Share with your team

Saved views can be private to you or shared with your team so everyone runs the same report the same way. Set this when you save the view.

Use saved views for recurring routines — a weekly reorder check or a monthly sales summary — so the report is always one click away.

Next steps

From any saved view you can export the data to a spreadsheet whenever you need to share it.