Saved Views and Manage Views

Key Use Cases

• Save a filtered list (for example, one fleet or one operation type) and return to it in one click.
• Choose which views appear as tabs on your toolbar and in what order.
• Tell similar-looking views apart by the filters each one applies.
• Share a view with your whole team, or keep it private.
• Rename, duplicate, or delete views without contacting support.

Navigation Overview

Saved views appear as tabs across the top of ALL Modules and offer the Manage Views function. Open Manage Views from the views toolbar by clicking the downward arrow in the view bar.

[Screenshot: Dispatch view tabs and Manage Views button]

Creating a View

1. Set up the filters you want on the main page using the filter bar.
2. Click Save View and enter a name. A view can’t be saved without a name; you’ll see a message if the name is empty.
3. The view appears in Manage Views. ⚠ Confirm whether a new view is private or shared by default.

Filters are created and changed on the main page. Manage Views shows them for reference only.

The Manage Views List

All views appear in a single list, grouped as:

• Pinned as tabs: views shown on your toolbar.
• Everyone: views available to everyone in your organization.
• Only the owner: views visible only to the person who created them. ⚠ Confirm the group label.

A Toolbar preview above the list shows your tabs as they will appear, and updates immediately when you pin, unpin, or reorder, so you don’t need to save to see the result.

Every row shows the view’s filters as read-only chips, so two views with similar names can be told apart without opening them. A view is either shared with everyone or visible only to its owner. There is no other setting.

[Screenshot: Manage Views list with Toolbar preview]

Row Actions

Duplicate and delete take effect immediately. 

Who Can See and Manage Views

• Everyone sees the views shared with the organization plus their own, and can manage their own views.
• Users with the Manage All Views permission, which Admin and Support users have by default, see every view, including other people’s private views, grouped so it is clear which is which. They can manage all of them.
• Assign Manage All Views to other roles under System > Permissions & Roles. ⚠ Confirm the label.

Pinning Views for Everyone

Users with Manage All Views can apply their pinned views to every user in the organization. This adds to each user’s own pinned views rather than replacing them. For example, if you have pinned Views 1 and 2 and an admin pins Views 2 and 3 for everyone, you end up with 1, 2, and 3.

Shared views created by an admin are not automatically pinned for everyone. Each user chooses whether to pin or unpin a shared view from Manage Views. If an admin chooses to pin a view for all users they can do that once it is made Public.

Tips and Notes

• Use clear names such as the fleet or operation type. The filter chips help, but a descriptive name is faster and must be unique.
• Saved view summaries show each filter’s operator
• Reset Filters returns to the view’s full list, and CSV exports respect your current search and filters.
• Views you make public are visible to everyone, so rename or delete a shared view with care. You’re asked to confirm first.
• Dispatch Driver Views are also used by Bulk Optimization, Live Dispatching and the Network Balance module.
• In similar fashion, Trip Views are used in the exact same manner.

Data Dictionary