What Are Saved Views?
Saved Views store your filter selections (state, brand, category, date range, etc.) so you can reapply them with a single click. Views can be personal, shared with your organization, or set as the default view for a dashboard.
Creating a View
Step 1 — Set Your Filters
On any dashboard, configure the filters to show the exact data you want to save.
Step 2 — Click Save View
Look for the "Save View" button in the dashboard toolbar. Click it to open the save dialog.
Step 3 — Name Your View
Give the view a descriptive name (e.g., "Illinois Flower Q1 2025" or "My Top Accounts").
Step 4 — Choose Scope
Select whether the view is Personal (only you can see it), Organization (visible to your entire team), or a Default (auto-applied when opening this dashboard).
Step 5 — Save
Click save. Your view now appears in the Views dropdown for quick access.
Managing Views
- Switch Views: Use the Views dropdown at the top of any dashboard to switch between saved views instantly.
- Global Context: Set a view as your Active Global Context to carry its filters across multiple dashboards automatically.
- Edit or Delete: Hover over a view in the dropdown to reveal edit and delete options. Updates are saved in real-time.
- Share with Team: Change a personal view to Organization scope to share it with your entire team.
Tips and Best Practices
- Create one view per territory or region for your sales team so each rep can quickly pull up their accounts.
- Use the Global Context feature to set your most common filter (e.g., your primary state) across all dashboards.
- Name views descriptively. "Q1 IL Edibles" is much easier to find than "View 1".
- Periodically review and clean up old views to keep your dropdown manageable.