Saved Views
A saved view is a named combination of filters, column visibility, and sort order that you can return to in one click. Views are stored per shop and appear as tabs above the Inventory Report table.
The All tab
The first tab — All — is always present and cannot be renamed, duplicated, or deleted. It shows the full catalogue with no filters applied and the default column set. It serves as your reset state.
Creating a view
- Go to Inventory Report
- Apply the filters you want using the filter bar
- Configure the columns you want using Edit columns
- Set your preferred sort order
- Click Save as (visible when the All tab is selected)
- Give the view a clear name — for example
Grade A – reorder next 7 daysorNike – overstock - Click Save — the view appears as a new tab immediately
The view stores your filters, column visibility, and sort order. The data itself is always live — opening a saved view re-runs the query with your saved configuration against current data.
Managing existing views
Right-click or hover over any saved view tab to access its actions. The available actions for saved views are:
| Action | What it does |
|---|---|
| Rename | Change the view's name |
| Duplicate | Create a copy of the view with all its filters and columns — the copy opens ready to edit |
| Edit | Re-enter filter editing mode for this view |
| Edit columns | Open the column manager to change which columns are visible in this view |
| Delete | Permanently remove the view |
| Save | Save any filter or column changes made while on this view |
Changes are not saved automatically. If you adjust filters or columns while on a saved view and want to keep them, click Save. If you want to discard changes and return to the saved state, click Cancel.
Duplicating a view
Duplicating is the fastest way to create a variation of an existing view without losing the original. Common uses:
- Same filters, different time window — duplicate a
Reorder next 30 daysview and change it to 7 days - Same filters, different location — duplicate an
All locations – running lowview and filter it to one warehouse - Team-specific variants — duplicate a shared planning view and add columns relevant to your role without affecting the original
Practical view ideas
| View name | Filters | Extra columns to add |
|---|---|---|
| Grade A – reorder soon | Product analysis: A/X, A/Y, A/Z · Reorder days: −100 to 30 · Product status: Active | Recommended order quantity |
| Overstock review | Stock assessment: Overstock · Product status: Active | Inventory cost, Inventory price |
| Dead stock clearance | Stock assessment: Dead Stock | Last sale, Inventory turnover rate, Inventory cost |
| Missing costs | Unit cost: No unit cost · Product status: Active, Draft | Unit cost |
| Nike – all statuses | Tagged with: nike | Stock assessment, Incoming stock |
| Archived with stock | Product status: Archived · Available stock: 1 to 5,000 | Available stock, Product status |
| Favorites | Favorites: checked | ABC/XYZ, Stock assessment, Reorder date |
Related
- Inventory Report — full table capabilities, filters, and columns
- Variant Detail — drilling into a single variant from the table