Applies to: Orders, Shipments, Sourcing Requests, Products, Product Watchlist, Document Register, Approved Materials, NCRs.
Saved Views
A saved view captures the whole state of the table: filters, sorting, which columns show and in what order, column widths, row size, and how many columns are frozen. Views are per-table — your Orders views are separate from your Shipments views.The tab strip
Your views appear as tabs across the top of the table. Each tab shows a count with the number of rows in that view.- + — creates a new view
- All Views — opens the full list of views on the right
Fixed views vs your own views
Every table ships with fixed views — on Orders these are In Progress Deliveries, Delivered and Open Blanket Orders. Their filters are preset and can’t be removed, but you can still save your own layout on them (columns, widths, order, row size, frozen columns). If you change the layout and want to save it, click the Create New View button. Filters that come from a fixed view or a view’s baseline show as a chip so you can see them, but they have no × — they aren’t removable.Personal vs shared views
When you create or edit a view there’s a Share with team toggle.
In the All Views panel, shared views carry a small people icon next to the name. Views without the icon are personal to you. Only Admins can create a shared view.
A teammate’s shared view can’t be reordered by you — it stays pinned to the bottom of your list.
Creating a view
1
Set the table up
Set the table up how you want it — filters, sort, columns, row size.
2
Start a new view
Click + in the tab strip, or Save as New… on the unsaved-changes prompt.
3
Name it
In the Create New View button, give it a View name (e.g. Overdue Sydney Orders).
4
Choose who sees it
Turn Share with team on if the whole team should see it.
5
Create
Click Create. A new tab for this saved view now appears.
Changing a view
Views do not autosave. When you change something, a prompt appears above the table allowing you to Save the view, or Save as New. To rename a view or change its sharing, click the pencil icon on the view’s row in the All Views panel. This opens Edit Current View.Reordering and removing views
Drag the grip handle on the left of any view row in the All Views panel to reorder it. The order saves automatically and survives a page reload. (Shared views created by teammates have no grip.) Deleting a view asks you to confirm first.Reset
Reset in the toolbar clears your filters and layout and returns you to the view’s clean, default state.Columns
Click Columns in the toolbar to open the columns panel. The panel header shows how many are currently hidden.Show and hide columns
Tick or untick any column to show or hide it. Show all and Hide all are at the top of the panel. Hiding a column doesn’t move it — it stays in position in the list, just unticked. Each table has a sensible default set. On In Progress Deliveries, for example, the defaults are Delivery ID, Product, Volume, Packs and Site, with the rest available to switch on.The columns panel lists every column used anywhere on that table, so some tabs will have columns in the list that don’t apply to them.
Reordering
Drag the grip handle to the left of a column name to move it. Clicking the column name toggles it on or off; the handle is only for dragging.Resizing
Drag the divider line in any column header. The line turns blue and thickens when you hover it. Resizing one column doesn’t squeeze the others — the table grows to the right into horizontal scroll instead. Minimum column width is 80px.While the table is still narrower than your screen, columns share the leftover space and your exact widths won’t bind until the table is wider than the screen.
Freezing columns
The first column is frozen by default, so it stays put when you scroll sideways. A light freeze line marks the boundary. Drag the line left or right to change how many columns are frozen — it snaps to column boundaries, up to four. Hovering shows a blue drag pill and the tooltip “Drag to adjust the number of frozen columns”. The freeze line starts below the header row, so you can still resize and reorder headers freely.Filters
Filters appear as selectors in a row below the toolbar — one chip per field. The toolbar Filters button shows and hides that row and carries a blue badge counting how many filters are active.Using a filter
Click a filter to open its menu. Each menu has:- A search box for finding options quickly
- A tick list of values — select as many as you like
- Clear in the header and Clear All in the footer
Which chips you see
Each page shows its three most-used filters as chips, with the rest behind More Filters. More Filters is a visibility panel — tick a field to pin its chip to the row, untick to hide it. It has Clear all and Show all. Two rules worth knowing:- Any filter that’s currently active always shows its chip, even if you’d hidden it. An active filter never hides.
- Unticking a filter that has values selected clears it. Nothing filters invisibly.
Filters on fixed views
Filters that come with a fixed view are shown as plain text chips — visible, but with no ×. As soon as you change something, they become removable.Search
The search box sits at the left of the toolbar. It searches as you type — no need to press Enter. The placeholder tells you what you’re searching (Search orders…, Search shipments…), and hovering the box shows which fields are covered.Multi-Sort
Click Sort in the toolbar to open the Sort rules panel. The button turns blue and shows a count when sorting is active. You can sort by more than one field at once — sorting on three fields and saving that as a view is a supported workflow.Adding a sort
1
Open the sort panel
Click Sort.
2
Add a rule
Click + Add sort rule.
3
Choose field and direction
Choose the field and the direction — A-Z or Z-A.
Empty values: descending sorts put blank values first. This matches how the database orders them.
Export
Click Export in the toolbar to download the table as a CSV.- Exports every row that matches your current filters and search — not just the page you’re looking at. Pagination doesn’t limit the export.
- You’ll get a success message once the file is on its way.
- The file downloads to wherever your browser saves downloads.
Export is currently available on Orders. Rolling it out to the other tables is a planned follow-up.
Row size
Size sets row height. Three options:
Row size saves into your view.

