Shared Views

A Saved View is a named snapshot of an app's filter values, sorting, and, for Explorers, dashboard configuration, that everyone with access to the same app variant can open. Saved Views mean you don't have to set the same filter values every time you open an app.

You may also see Saved Views referred to as shared views, custom views, the bookmark, or the default view. Customers often ask about them as "how do I save my filters" or "how do I make everyone start on the same view."

Applies to: Insight Cloud apps. Saved Views belong to one app variant.
You'll need: Access to the app. Every user with app access can save, rename, and delete Saved Views. Only Explorers can save advanced dashboard-level configuration in a Saved View.
Last reviewed: 2026-10-23

Where to find Saved Views

Open an app from My Apps. In the toolbar at the top of the app, find the bookmark icon. Click the dropdown arrow next to the bookmark icon to open the Saved Views menu.

What you can do with Saved Views

• Save the current filter values and sorting of an app as a named view.

• Set one view as the default, so it loads whenever anyone opens the app variant.

• Rename a Saved View.

• Delete a Saved View.

• Switch to any Saved View, or return to the app's standard view with Exit view.

• Explorers only: save additional dashboard configuration in a view. See Saved Views and Explore Mode below.

How to save a new Saved View

1. Open the app from My Apps and set the filters and sorting you want to keep.

2. In the toolbar at the top of the app, click the dropdown arrow next to the bookmark icon.

3. Select Save as new view…

4. In the Save view dialog, enter a Name.

5. Optionally, check Set as your default view. This makes the view the default for everyone with access to the app variant, not only for you.

6. Click Save.

You'll know it worked when the bookmark icon turns green and your view appears in the Saved views panel. If you set it as the default, it is labeled Default.

How to manage Saved Views

1. Click the dropdown arrow next to the bookmark icon.

2. Select Manage saved views to open the Saved views panel.

3. Find the view you want to change and open its options menu (⋮).

4. Select Rename, set it as the default, or remove it.

Anyone with access to the app can rename or delete any Saved View, including views created by someone else.

How to switch Saved Views or return to the standard view

Open the Saved views panel from the bookmark dropdown to switch to any Saved View. To return to the app's standard view, open the bookmark dropdown and select Exit view.

How the default Saved View works

Each time an app variant loads, it opens the default Saved View. If you save or update a view without setting it as the default, the default view still loads the next time you open the variant.

A variant has only one default view at a time. The default is shared: the Set as your default view option sets the default for everyone with access to the app, even though the label says "your."

What a Saved View captures

A Saved View captures, at a minimum, the filter values and sorting of the app's dashboard. Explorers can also save additional dashboard configuration in a view, and everyone with access to the variant sees it.

Saved Views and Explore Mode

Saved Views are the feature for keeping an app setup you want to return to. Explore Mode is the toolbar feature Explorers use to change the dashboard itself, and Saved Views are how those changes are kept. Explore Mode is the further detail on what Explorers can save in a view. See Explore Mode.

Limits and what Saved Views can't do

• Saved Views do not carry across app variants. To keep a filter control consistent across variants, set the filter and save the view again in each variant.

• Saved Views cannot be shared individually or made private. Every user with access to the app variant has every Saved View for that variant by default, and you do not need to share a view for colleagues to see it.

• Saved Views cannot be recovered after they are deleted.

• Saved Views cannot be set as a personal default. The default view applies to everyone with access to the app variant.

• Only Explorers can save advanced dashboard-level configuration in a Saved View. Users without that access can save filter values and sorting.

FAQ

Can others delete my Saved Views?

Yes. Anyone with access to the app can delete any Saved View for that variant, including ones you created. A deleted Saved View cannot be recovered.

How do I delete a Saved View?

Click the dropdown arrow next to the bookmark icon, select Manage saved views, find the view, and select the delete action from its options menu (⋮).

Do I need to share a Saved View for my colleagues to see it?

No. A new Saved View is available by default to everyone with access to the app variant.

Will my Saved Views appear in other variants of the same app?

No. Saved Views belong to the variant they were saved in.

If Saved Views aren't working

If a Saved View is missing, contact your team admin or organization admin.

If a Saved View will not load or shows an error, use Get Support.

Related articles

• Explore Mode — the toolbar feature Explorers use to change the dashboard, with detail on what they can save in a view

• App Variants — how variants work, since Saved Views belong to a single variant

• App Basics — what an app is and what it contains