Overview
Saved views
A saved view remembers the filters, the search and the sort on a Repricer table, so the list you rebuild every morning comes back in one click.
A saved view is a table setup you keep. You filter, sort or search one of the Repricer’s tables until it shows the rows you care about, then save that setup under a name. From then on you bring the whole thing back by picking the name from a list.
Most people save a view for a check they repeat: the listings whose repricing stopped, the ones with no cost on them, everything on one integration. Instead of rebuilding the same filters every morning, you build them once. You can also share a view, so your whole team reads the same list the same way.
Three screens have saved views: Listings, Strategies and Pricing Activity. The control is in the header bar at the top of the app, between the page title and Search. It is a dropdown showing which view you are on, with a row of small buttons beside it that changes with what you are doing.
You do not start empty. Everyone who joins an organization gets six views ready made, and one of them is already applied on each of those three screens. That is why Listings opens showing some of your listings and not all of them, and a section further down says what each ready made view filters to.
How to save a view
Build the table you want to keep
In the sidebar, click
Listings, or openStrategiesorPricing Activity. Filter, sort or search until the table shows what you want. The filters page explains how the filter panel works.Read the control in the header
As soon as you change something, the control in the header bar changes with you. It reads
Unsaved Changeswhen you started from a view, andUnsaved Viewwhen you started from the plain table.Save it under a name
Click
Save As, the button beside the control, orSaveif the control readsUnsaved View. A dialog calledSave Viewopens over the page with one box,View name. Type a name of up to 30 characters and clickSave.
That is the whole flow. The control now shows your view’s name, and the view stays on that table until you delete it. To bring it back on any later visit, click the control and pick the name from the list that opens.
Everything below explains the control, the buttons and the dialogs one at a time. You do not need any of it to save and reuse a view.
Every option in detail
Which buttons you get depends on what the control reads, and on whether the view you are on is one you created. The sections below start with what the control is telling you, then work through everything you can do from it.
What the control tells you
The control is the dropdown in the header bar, between the page title and Search, and the text on it is a status. It tells you whether you are on the plain table, on a saved view, or on something you have not saved yet.
In a narrow browser window those buttons collapse behind a small button of three dots beside the control, and Default reads Set as Default in that menu. The interface covers the rest of what a narrow window changes.
Why the control is missing from a table you cleared out
The control appears when you have at least one view on that table, or when you have filtered something. You start with a view on all three tables, so it is there from your first day.
Delete every view on one table and go back to the plain table, and the control disappears until you filter something again.
Switching views and going back
Click the control in the header bar and a list opens. The first entry returns you to the plain table, and it is called All Listings on Listings, All Strategies on Strategies and All Activity on Pricing Activity. Under it are the views you created and every view shared with you.
Two small badges appear in this open list, and only here: default on the view your table opens with, and shared on a view someone else shared. The closed control shows the name alone.
Pick a name and the table changes right away, because the view’s filters, search and sort replace whatever was on screen.
Reset is the way back when you have changed something. While the control reads Unsaved View, clicking Reset clears your changes and returns you to the plain table. While it reads Unsaved Changes, clicking Reset throws away your changes and puts the view back the way it was saved.
What a view keeps
A view keeps the things that decide which rows you get and in what order. The rest is where you happened to be at one moment, and a view that sent you back to page 7 every time you opened it would be a nuisance.
Your columns are the other deliberate exclusion, and they have a section of their own at the end of this page.
A view stays on the table you built it on. A view saved on Listings never appears on Strategies, and the same name can exist on both tables without a clash.
The views you start with
Everyone who joins an organization gets six views ready made, four on Listings and one each on Strategies and Pricing Activity. You get them again in every organization you join.
Active Connections is your default on all three tables from the day you join, so all three open on it. A listing on a connected account you disconnected is filtered out until you pick All Listings from the control in the header bar. That is the first place to look when a listing you expected is not in the table.
These are ordinary views that come ready made. They are yours alone and not shared, so you can rename them, change what they show, or delete them, and nobody else’s copies move.
The six names stay in English whatever language you use the app in. A view’s name is stored data, like a strategy’s name, so the app never translates it.
The exact filter and sort behind each of the views you start with
Changing a view you saved
Everything here starts the same way: click the control in the header bar and pick the view’s name, so you are on the view. The view also has to be one you created. What you can do with someone else’s view is covered under sharing, below.
To rename it, click Rename beside the control. The Rename View dialog opens with the same View name box, already filled in. Type the new name and click Rename.
To change what it shows, change the table: add a filter, clear one, sort differently, type a search. The control flips to Unsaved Changes. Click Save beside it and the view is overwritten right away, with no dialog and nothing asking you to confirm. Everyone who uses the view gets the new version from then on.
To branch a copy instead, click Save As beside the control while it reads Unsaved Changes. The Save View dialog opens, you give the copy a name, and the original is left alone.
A name has to be unique among the views you can see on that table, the ones you created plus the shared ones. Capitalization does not count as a difference. The dialog rejects a repeat with A view with this name already exists. Two people can each have a view of their own with the same name, as long as neither one has shared it. Until then neither one can see the other’s.
Sharing a view with your team
Share is beside the control in the header bar while you are on a view you created. Click it and the view becomes visible to everyone in your organization, on that same table. The button then reads Unshare, which is also how you recognize your own shared view, because the shared badge is only shown to other people.
Sharing has nothing to do with roles. Admin, Manager, Editor and Analyst can all save views, share them and use shared ones. What you can do with a view depends on who created it, not on your role.
Only the person who created a view can change it. Rename, overwrite, share, unshare and delete are all the creator’s. Everyone else can apply the view, set it as their own default, and take a copy with Save As. Taking a copy is what to do when a shared view is nearly right and not quite. If you change the table while you are on someone else’s view, the buttons you get are Reset and Save As. There is no Save, so you cannot overwrite it even by accident.
A copy you make with Save As is not shared, whoever built the view you copied. Click Share on it yourself if you want your team to have your version.
Click Unshare and the view leaves everyone else’s list at once. Anyone who had made it their default loses that default in the same moment, and that table opens plain for them again. Your own default is left alone.
What happens to a shared view when the person who created it leaves the organization
The view stays in everyone’s list and stays shared, so the list you use every morning does not change.
Nobody can rename it, overwrite it or delete it anymore, because those three are the creator’s and the creator is gone. Save As is the way past that: take a copy of your own and use that one.
Making a table open the way you want
A default is a view your table applies on its own, every time you open it. It is personal: you set yours, each teammate sets theirs, and nobody’s choice touches anyone else’s screen.
Pick any view you can see from the control in the header bar, one you created or a shared one, then click Default beside the control. From then on the table opens on that view for you. The view shows a default badge in the open list, and a shared view you made your default shows both badges side by side. To go back to opening plain, open the view and click Unset Default.
You get one default per table, so setting a second one replaces the first.
You get what a link asks for instead of your default. Open Listings from a card on your dashboard, or from a link a teammate sent you, and the table shows the rows the link names.
Deleting a view
Open the view from the control in the header bar, then click Delete, the red button beside the control. A dialog called Delete View? names the view and asks you to confirm. Click Delete there and the view is gone, with no undo.
Deleting a shared view removes it for the whole organization, and anyone who had it as their default loses that default, yourself included.
One thing surprises people: deleting the view you are looking at does not clear the table. Its filters stay on screen and the control flips to Unsaved View. Click Reset if you want the plain table, or Save if you want the same setup back under a new name.
Limits
What a saved view cannot do
What stays on your computer
A view decides which rows you get. How the table looks around those rows is a personal preference, and it is stored in your own browser instead of in the view. That covers which columns are visible, the order you dragged them into, how wide each one is, which ones you pinned, and how dense the rows are.
Switching views never rearranges your columns. That is a decision, not a gap. Your column arrangement is a habit you build over weeks, and a view that snapped it back to someone else’s layout would cost more than it gave.
Two people open the same shared view and get exactly the same rows in exactly the same order, each laid out in their own columns. The rows are shared, the layout is not.
Because these preferences are in the browser and not on your account, they do not follow you to another computer. Clearing your browser data puts the table’s own layout back. Your views come through both, because they are stored with your organization.
When something goes wrong
Error messages
Saving, renaming, sharing and deleting can each fail and tell you so in a small message at the bottom of the screen. None of them leaves half a change behind.
When a view disappears or changes on its own
Three changes can happen to you with no message at all, because each one is the creator of a shared view doing something to it.
If a shared view you rely on keeps changing under you, take your own copy: open it, change anything, and click Save As beside the control in the header bar.