Filter a table the way you like, then save it as a view you can return to in one click.
Filtering
Use the Filter button to narrow a table — for example Orders that are unfulfilled, or Products low on stock. Add as many conditions as you need; active filters show as chips you can remove individually.
Saving a view
Once a table looks right, save it:
- Click Save view.
- Give it a name (“My open orders”, “Amazon low stock”).
- Choose Private (just you) or, if you’re an owner or admin, Shared with your team.
Saved views appear as tabs above the table — one click to switch between them.
Team default views
Owners and admins can mark a shared view as the team default, so everyone opens that table the same helpful way.
Managing views
See all your saved views in My Preferences → Saved views, where you can delete the ones you no longer need. You only ever see views you’re allowed to — a shared view never exposes a column you don’t have permission to see.
💡 A saved view remembers its filters, sort, and columns together — so “My open orders” can also hide the columns you don’t care about.