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Using saved views on the Events page

How to create, manage, and share saved views on the Events page.

Saved views let you save a combination of filters and column settings on the Events page so you can quickly switch between different ways of looking at your data. For example, you might have one view that shows only this week's installs and another that shows all unassigned events.

Creating a saved view

  1. On the Events page, click Add filter and select the filters you need.

  2. Click Create saved view.

  3. Choose whether to save it as My view (visible only to you) or Shared view (visible to everyone in your company).

  4. Click + New view, enter a name, and press Enter to save.

Only Admin users can create shared views. All other users can create personal views.

Customizing columns

You can also adjust which columns are visible in a saved view:

  1. Click View options.

  2. Select the saved view you want to edit.

  3. Use the column list to drag, pin, or show/hide columns.

  4. Click Save changes.

You can add your custom fields to a saved view, and they'll appear as columns right on the event list.

Setting a default view

You can set any saved view as your default so it loads automatically every time you open the Events page. Toggle the Set as default view option inside View options.

Editing and deleting views

To edit a saved view, update the filters or columns and save the changes back to the same view name. To delete a view, open View options, select the view, scroll to the bottom, and click Delete view.

FAQ

Can other users see my personal saved view?

No. Personal saved views (My views) are visible only to you. Shared views created by an Admin are visible to everyone in your company.

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