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Saved views let you capture a set of filters on a list and reuse it later under a memorable name — for example “Active enterprise customers”, “Past-due invoices”, or “Trials ending this month”. Instead of re-applying the same filters every time, you select the view and the list is filtered instantly. Views are useful when your team repeatedly works with the same slices of data: a finance teammate who reviews unpaid invoices every morning, a revenue manager tracking churned subscriptions, or a support agent looking up a specific customer cohort. You can also set one view per list as the default, so the list opens already filtered the way you work most often.

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Where saved views are available

Saved views are available on the main list pages of three sections:
  • Customers — the Customers list
  • Subscriptions — the Subscriptions list
  • Invoices — the Invoices list
Each section keeps its own set of views.
Saved views are shared across your workspace — they are not personal. Any teammate can select and use the views your team has created. Creating, updating, and deleting views requires the Manage saved views permission (see Permissions).

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Create a saved view

1

Apply your filters

On a Customers, Subscriptions, or Invoices list, apply the filters you want to save (status, dates, customer, product, search, etc.).
2

Open the view selector

Click the view selector at the top of the list, then click Add view.
3

Name the view

In the Save view dialog, enter a Name. A preview of the current filters is shown under Filters so you can confirm what will be saved.
4

Optionally set it as default

Toggle Set as default view if you want this view to load automatically when you open the list.
5

Save

Click Save view. The view is created and selected immediately.
A saved view stores the filters applied to the list. The view’s name cannot be edited after creation — to rename a view, delete it and create a new one.

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Use a saved view

Open the view selector at the top of the list and pick a view. The list is filtered with that view’s saved filters. The default view, if any, is marked with a blue Default badge in the selector.
To go back to the unfiltered list, clear the filters — this returns you to the default view if one is set, or to all records otherwise. Because the active view is reflected in the page URL, you can copy and share that URL with a teammate to point them at the same filtered list.

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Manage a saved view

When a view is selected, an actions menu (the ⋯ button next to the view selector) gives you the following options:
  • Update saved view — overwrite the view with the filters currently applied to the list. This option is disabled when nothing has changed.
  • Set as default view / Remove default view — control whether the view loads automatically when you open the list. Only one view per list can be the default.
  • Delete view — permanently remove the view. You’ll be asked to confirm; this action cannot be undone.

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Default views

Setting a view as default makes the list open already filtered with that view whenever you navigate to it without any active filter. This is handy for the slice of data you look at most. Set or remove the default from the actions menu, or from the Set as default view toggle when creating a view.

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Permissions

Selecting and using saved views is available to everyone. Creating, updating, and deleting views requires the Manage saved views permission on the user’s role. Without it, the Add view action and the view actions menu are hidden. See Users and roles to manage role permissions.