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Saved Views & Duplicating Views

A saved view is a custom table layout (columns + filters) that you can open in one click. It's like a lightweight, always up-to-date report.

Creating a Saved View​

  1. Go to Inventory tab
  2. Use Columns panel to hide unused columns
  3. Add filters on the left to narrow products

Example: "Grade A – running low – next 30 days"

Status: Running Low or Stock Gap
Grade: A
Stock-out date: within next 30 days
Optional: Filter by supplier or location
  1. Click Save view
  2. Name it clearly: "Grade A – 30 days"
  3. It appears in your view selector at the top

Now use it instead of rebuilding filters every morning.

Common Saved Views​

Teams typically create:

"Replenishment"
├─ Running Low / Stock Gap
├─ Grade A
└─ Stock-out in next 30 days

"Overstock"
├─ Status: Overstocked
└─ Optional: Filter by supplier

"Brand Review" (e.g., Nike)
├─ Vendor or tag: Nike
└─ All statuses

"Role-based Views"
├─ Planner: demand, stock-out, sales columns
└─ Finance: cost, stock value, overstock columns

Duplicating Views​

Duplicating lets you create a variation without losing the original setup.

Steps:

  1. Hover over a saved view in your view list
  2. Click ⋯ (more) menu
  3. Select Duplicate
  4. Adjust filters/columns in the copy
  5. Rename it

Use this when you:

Want different time windows:
├─ Original: "Next 30 days"
└─ Copy: "Next 7 days" (same logic, tighter window)

Need location-specific views:
├─ Original: "All locations"
└─ Copy: "Berlin warehouse only"

Want to test an analysis:
├─ Original: Team's shared view (don't break it)
└─ Copy: Your experimental version

Using Views for Reporting​

If your plan allows exporting or generating reports:

  1. Configure your view as usual
  2. Click Export / Generate report
  3. Name it and share with your team

Saved views ensure every export uses the same filters and columns, so everyone works from the same numbers.