Saved Views & Filter Presets
Save your frequently-used filter combinations as Views to quickly switch between different analyses without reconfiguring filters.
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
Tips
- 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.