Filter a table the way you like, then save it as a view you can return to in one click.
Filtering
Click Filter in the table toolbar to narrow a table, for example Orders with a certain status, or Products from one brand.
- Pick a field from the list.
- Pick a value. For a field with a fixed set of options, click the option and the filter applies at once. For a text or number field, choose an operator, type a value, and click Add filter.
Add as many conditions as you need. Active filters show as chips above the table; click the × on a chip to remove it, or Clear all to remove them all. The search box in the toolbar narrows the table too, but it isn’t saved in a view.
📸 Screenshot placeholder: The All Orders list (Orders → All Orders) with two filter chips showing above the table and the Save as view button next to them. Use test orders only.
Saving a view
Once a table looks right, save it:
- Click Save as view. The button appears beside your filter chips, so add at least one filter first.
- Give it a name, such as “My open orders” or “Amazon low stock”.
- Choose who sees it. Owners and admins pick Private (just you) or Shared (your team). Everyone else’s views are private.
- Click Save.
Saved views appear as tabs above the table, after the built-in ones. Click a tab to switch to that view. To delete one, click the × on its tab.
Who can see and delete views
Only owners and admins can create or delete shared views. You can always delete your own private views. You only see shared views for tables you’re allowed to view.
Managing views
See your saved views, grouped by table, in Settings → My Preferences → Saved views, where you can delete the ones you no longer need. See My Preferences.
💡 A saved view remembers its filters, sort, and column choices together, so “My open orders” can also hide the columns you don’t care about.