The Client transactions table is flexible: you can choose which columns appear, apply filters, and arrange things exactly the way you work. Saved views let you capture that setup by name so you never have to rebuild it. Set up a reconciliation view, a "refunds this month" view, or anything else your operation runs on, and switch between them in a click.
Your view stays put
Any changes you make to the Client transactions table — which columns appear and in what order, filters applied, columns pinned — are saved automatically. Refresh the page or come back tomorrow, and you'll find the table exactly as you left it.
Pinning columns
Each column has a pin icon beside its name. Click the pin to freeze that column in place — pinned columns stay visible as you scroll horizontally across the table, so you always have context for the row you're looking at. For example, pin Booking client or Payment status to keep it on screen while you scroll through transaction details. Click the pin again to unpin the column.
Saving a view
Set up the table the way you want it — choose your columns, pin the ones you want frozen, and apply any filters
Click Save updates in the top right and select Create new view
In the Create new view window:
View name — give your view a name (for example, "Client + Status View")
Description — optionally describe what the view is for. Descriptions appear under the view name in the view selector, so they're a good way to tell similar views apart
Save to — choose who can use it:
Personal — the view is only visible to you
Organization level — the view is visible and editable to everyone in your organization
Click Save
Tip: Save updates and Discard appear in the top right only once you have unsaved changes to the table. If you don't see them, your current view is already up to date.
Switching between views
Your saved views live in the view selector at the top left of the Client transactions table, which shows the name of the view you currently have loaded. Click it to open the list, organized into two groups:
Organization views — views shared with everyone in your organization
Personal views — views only you can see, marked with a lock icon
Select any view to load its columns, order, pins, and filters instantly. The lock icon also appears in the view selector itself, so you can tell at a glance whether the view you have loaded is personal or shared with your organization.
Saving changes to a view
When you make changes while a saved view is loaded — adjusting columns, pins, or filters — Save updates and Discard appear in the top right. Click Save updates and choose what to do with those changes:
Save to current view — saves your changes to the existing view
Create new view — keeps the original and saves your changes as a separate view
Click Discard instead to drop your changes and return the view to how it was before.
Managing a saved view
The ⋮ button beside the view selector opens View Settings, which acts on the view itself rather than on your unsaved changes:
Edit — update the view's name, description, and who it's shared with
Duplicate — create a copy of the view, named with "(copy)" at the end. Useful as a starting point for a variation you don't want to rebuild from scratch
Delete — remove the view
Tip: Organization-level views are a great way to standardize how your team works. Set up a reconciliation view once, save it to the organization, and everyone reviews client payments from the same picture. Keep in mind that anyone in your organization can edit or delete an organization-level view, so changes apply for the whole team. If you want to adapt a shared view for your own use, use Duplicate and save the copy as a personal view.
Your view shapes your exports
The columns in your active view do more than change what's on screen — they also determine what's included when you export. Click Generate in the top right of the table to see your options:
Export current view — includes only the columns selected in the view you have loaded
Export all — includes every available column, regardless of your view
Export by year — includes every available column for a trip year you select next
Export revenue details — covers a date range you select next
Because Export current view follows your column selection, saving a view is also a way to save a repeatable export format.
Note: Exports carry your column selection, but not your filters. Every export option pulls your full set of transactions, so narrowing the table on screen won't narrow the file. Filter your spreadsheet after downloading.
For a breakdown of what each column means in the downloaded file, see Understanding the Client Transactions Export.