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A saved view keeps the filters, sorting, and columns you set on a page so you don’t have to rebuild them each time. For example, you could save a “New Products” view in the Product Catalog or a “Refunded” view on the Transactions page.

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Where you can save views

Any Back Office page with a row of tabs at the top, starting with Default View, supports saved views. This includes: Saved views are shared across every login for your store, so your whole team sees the same tabs.

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Save a new view

  1. Open the page and set it up the way you want. Apply filters, sort columns, and show or hide columns.
  2. Click the + next to your view tabs.
  3. In the Save as New View window, enter a name for the view, such as “New Products”.
  4. Click Save.
Your new view appears as a tab at the top of the page. Click the tab any time to return to it. 💡 Tip: On table pages like the Product Catalog and Inventory, you can also click the arrow next to Save View and select Save as new view.

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Update a saved view

On table pages, you can change a saved view after you create it.
  1. Click the view’s tab.
  2. Change the filters, sorting, or columns.
  3. Click Save View to keep your changes.
To undo changes you haven’t saved yet, click Reset. The table returns to the view’s last saved state. ✏️ Note: Default View cannot be changed. To keep a new setup, save it as a new view.

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Delete a saved view

  1. Click the three dots (⋯) next to the view’s tab.
  2. Select Delete view.
Deleting a view removes it for everyone at your store. It does not change any of your products, inventory, or sales data.

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Save a specific set of products

Views save filters, not individual items you check off in the table. To save a view of specific products, filter on something those products share, then save that filter as a view.
  1. In the Product Catalog, filter on a value the products have in common, such as department, latest vendor, or brand.
  2. If the products don’t share a value yet, select them and use a bulk edit to give them one. See Bulk Update Products.
  3. Save the filter as a new view.