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Saved views allow you to create custom table configurations that match your specific workflows. You can customize which columns appear, apply filters to show specific data, define sorting rules, and save these configurations for future use.

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What is a saved view?

A saved view is a customized configuration of a table that includes:
  • View name - A descriptive name to identify the view
  • Description - Optional details about what the view shows (supports markdown)
  • Column selection - Which data fields to display
  • Filters - Logic to show only specific data
  • Sorting - How the data is ordered
  • Visibility - Whether the view is internal-only or public
Once saved, you can quickly switch between different views to see your data from different perspectives.
Each table type (Properties, Tasks, Files, etc.) maintains its own set of saved views. One view per table is designated as the default view.

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Creating a new view

1

Open the table

Navigate to the table where you want to create a view (Properties, Tasks, Files, Records, etc.)
2

Start with an existing view or customize

You can either:
  • Start from the current default view and make changes
  • Switch to an existing view and modify it
  • Start fresh by clearing all filters and columns
3

Customize the view

Make your desired changes:
  • Add or remove columns
  • Apply filters to narrow down the data
  • Sort by a specific column
  • Resize and reorder columns
As you make changes, a “Save” button will appear in the header.
4

Save the view

Click the “Save” button, then select “Add new view” from the dropdown.
5

Configure view settings

Enter the following information:
  • View name (required) - A clear, descriptive name
  • Description (optional) - Details about what this view shows
  • Visibility - Choose “Internal” or “Display on public website”
Click “Submit” to create your saved view.
Your new saved view is now available in the views dropdown. It will remember your column configuration, filters, sorting, and other settings.

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Customizing columns

Columns determine which data fields appear in your table. You can add, remove, reorder, and resize columns to create the perfect view.

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Adding columns

1

Open the columns menu

Click the “Columns” button in the table header.
2

Browse available columns

Click “Add column” to see a hierarchical list of available data fields.Fields are organized by category (e.g., Property Details, FIRM Data, Files, Tasks). For the Files table, you can add image metadata columns like capture timestamp, location, and orientation.
3

Select a column

Click on the field you want to add. It will appear in your table immediately.
New columns are added before the Actions column (which always stays at the end).

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Removing columns

To remove a column:
  1. Click the “Columns” button in the table header
  2. Find the column you want to remove
  3. Click the X icon next to the column name
The column will disappear from your view immediately.

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Reordering columns

You can rearrange columns by dragging and dropping:
  1. Click and hold on a column header
  2. Drag it left or right to the desired position
  3. Release to drop it in place
The Select column always stays first, and the action button ⋯ always stays last.

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Resizing columns

Adjust column widths to fit your data:
  • Manual resize - Drag the resize handle between column headers
  • Auto-fit - Double-click the resize handle to automatically fit the content
  • Size limits - Columns have a minimum width of 100px and maximum of 400px
Column sizes are saved automatically for your user account and persist across sessions.

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Adding filters

Filters let you narrow down your data to show only the records that match specific criteria.

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How to add a filter

1

Open the filter menu

Click the “Filter” button in the table header.
2

Add a new filter

Click the “Add filter” button to open the attribute selection menu.
3

Choose a field

Navigate through the hierarchical list of available fields and select the one you want to filter by.
4

Select an operator

Choose the appropriate comparison operator for your filter:
  • Text - “is”, “is not”
  • Numbers - “equals”, “does not equal”, “less than”, “greater than”
  • Dates - “is”, “between”, “before”, “after”
  • Select fields - “includes”, “excludes”
  • Boolean - “is present”, “is not present”
5

Enter the value

Type or select the value you want to filter by. The format depends on the field type (text, number, date, dropdown, etc.)
6

Apply the filter

Your table updates immediately to show only matching records. The filter button displays a badge with the number of active filters.

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Multiple filters

You can apply multiple filters to create complex queries:
  • Each filter is combined with AND logic (all conditions must be met)
  • Add as many filters as needed to narrow your results
  • The filter count badge shows how many filters are active
  • Remove individual filters by clicking the X icon next to them
Common filter examples:
  • Show only properties in the Special Flood Hazard Area
  • Display inspections completed in the last 30 days
  • Find files uploaded by a specific user
  • List tasks assigned to your team members

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Sorting data

Sorting helps you organize your data in a meaningful order.

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How to sort

  1. Click on any column header to open the dropdown menu
  2. Select “Sort ascending” or “Sort descending”
  3. The table reorders immediately, and a sort indicator (arrow) appears in the column header
Tables support single-column sorting. If you sort by a different column, the previous sort is replaced.

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Sort options

  • Ascending - A to Z, 0 to 9, oldest to newest
  • Descending - Z to A, 9 to 0, newest to oldest
Sorting is applied server-side for optimal performance with large datasets.

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Updating existing views

You can modify any saved view you created:
1

Switch to the view

Select the saved view from the views dropdown.
2

Make your changes

Modify columns, filters, sorting, or any other settings.
3

Save your updates

Click the “Save” button that appears in the header. Your changes are saved to the existing view.
You can only edit views you created. Views created by other users are read-only for you.

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View permissions

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Internal views

Internal views are visible only to authenticated users in your organization. They can include:
  • All available data fields
  • Sensitive information
  • Administrative columns
  • System data

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Public views

Public views can be displayed on your public website for residents to see. They have restrictions:
  • Cannot include sensitive or hidden data fields
  • Cannot reference hidden tables
  • Must comply with public visibility rules
  • Validated before being marked as public
Learn more about public views in the Public table views guide.

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Default views

Each table type has one view designated as the default:
  • The default view loads automatically when you first open the table
  • Default views cannot be deleted
  • Only administrators can change which view is the default

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Tips for effective views

Use clear names that describe what the view shows, like “Properties Requiring Inspection” or “Recent Files - Last 30 Days” instead of generic names like “View 1” or “My View.”
Build views for specific workflows, such as “Properties Pending EC Review” or “Open Tasks Due This Week” to streamline common tasks.
Add descriptions to your views (especially public ones) to explain what the data represents and when it was last updated.
As your workflows change, update your saved views to match. Archive or delete views you no longer use.

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Troubleshooting

Solution: Your view may include columns or filters on data that cannot be made public. Try removing sensitive fields like administrative notes, internal status fields, or hidden table references. The system will validate your view before allowing public visibility.
Solution: Remember that multiple filters use AND logic - all conditions must be met. If you’re not seeing results, try removing filters one at a time to identify which condition is too restrictive.
Solution: Column order and sizing are saved automatically to your browser’s local storage. Make sure cookies and local storage are enabled. If you switch browsers or devices, you’ll need to set up your column preferences again.
Solution: You can only edit views you created. If you want to modify someone else’s view, switch to it, make your changes, and save it as a new view with a different name.