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Saved Views

Save filter and search configurations on your dashboard for one-click access. Quickly switch between different views of your addresses.

Save filter and search configurations on your dashboard for one-click access. Quickly switch between different views of your addresses without re-applying filters each time.

What is a Saved View?

A saved view is a snapshot of your current dashboard configuration — including filters, search terms, sorting, and column settings. Instead of manually re-applying the same filters every time, save them as a named view and load them with a single click.

What Gets Saved

A saved view captures the following dashboard settings:

SettingDescription
City FilterSelected city filter
Project Name FilterFilter by project name
Address Status FilterActive, archived, or other status filters
Latest State FilterFilter by the latest interaction state
Sort PreferenceSort by address or distance
Search TextYour current search query
Search ModeSimple, structured, or AI search mode
Structured Query FiltersFilters built using structured search
Custom Field FiltersAny applied custom field filters
Column VisibilityWhich table columns are shown or hidden
Page SizeNumber of rows displayed per page

Creating a Saved View

  1. Configure your dashboard with the desired filters, search, sorting, and column settings
  2. Click Save View
  3. Enter a name for the view
  4. The view is saved and appears in your personal account menu

Using Saved Views

  1. Click a saved view from the menu to load its configuration
  2. The dashboard updates immediately with the saved filters and settings
  3. Switch between views to quickly change your dashboard perspective

Managing Saved Views

From Profile Settings

Navigate to your Profile Settings to:

  • Rename a saved view
  • Delete a saved view
  • Reorder — Drag and drop views to change their order
  • Change Icon — Change the icon of the saved view in the menu