> ## Documentation Index > Fetch the complete documentation index at: https://docs.alvys.com/llms.txt > Use this file to discover all available pages before exploring further. # Saved Views > Customize, save, and share grid layouts — columns, filters, and sorting — across the Alvys pages that support Saved Views. Saved Views let you control how data grids appear in Alvys — column layout, filters, and sorting — and keep those settings for later. Instead of re-applying filters and rearranging columns every time you open a page, you save your preferred configuration as a named view and return to it with a single click. ## Overview Saved Views, also called grid views or saved layouts, are available on a growing set of grid pages. Each page keeps its own independent set of views. As of September 2026, Saved Views are available on: * **Drivers List** * **Trucks List** * **Trailers List** * **Dispatch Planner** * **Load Templates** * **Driver Pay** * **Load Board** — in beta The Load Board is in beta and visible to every tenant, so the views bar is there for everyone. Saved Views behave the same on the Load Board as on the other grids, but beta features can change between releases. More grid pages receive the same capabilities as they are updated. If you do not see a views bar on a page, that page has not been converted yet. Saved Views on grid pages are a different feature from the **saved views** in Custom Reports, which remember dashboard filter and date selections and are always personal. See [Open your first report](/en/reporting/get-started/access-custom-reports) for those. ## Before You Start Viewing and applying any saved view requires no specific permission and is available to all users. Creating your own personal view also requires no permission. Managing views shared with your whole organization requires permissions: * **"CreateTenantSavedView"** — create a shared view * **"UpdateTenantSavedView"** — rename, re-icon, reconfigure, or duplicate a shared view * **"RemoveTenantSavedView"** — delete a shared view By default, Admin and Partner Admin roles have all three. Contact your organization's administrator if you need access to manage shared views. | Action | All users | Admins / Partner Admins | | - | - | - | | View all saved views | Yes | Yes | | Apply a view to a grid | Yes | Yes | | Create a personal view | Yes (1 per page) | Yes (1 per page) | | Create shared views | No | Yes | | Edit or delete shared views | No | Yes | ## Steps ### Find the views bar The views bar appears at the top of any grid page that supports Saved Views. It shows the available views for that page as selectable chips. Clicking a chip applies that view's column layout, filters, and sorting immediately, without reloading the page. If there are more views than fit on screen, a **+ More** dropdown holds the rest, listed alphabetically. Views always appear in this left-to-right order: Alvys-Defined (Global) views first, then your personal **My View**, then shared Tenant-Defined views. ### Recognize the three view types **Alvys-Defined (Global) views** are built in and available to everyone in your organization. The Drivers List, for example, ships with "All", "Active", and "Inactive". Global views cannot be edited or deleted, but you can use one as a starting point: apply changes to it, then save the result as a new personal or shared view. **User-Defined (My View)** is a single private view each user can create per grid page. Only you can see it. It captures your preferred columns, filters, and sorting without affecting anyone else. **Tenant-Defined (shared) views** are created by users with the appropriate permission and shared with everyone in your organization. They are the right tool for standardizing how a team looks at data — an "Endorsement Expirations" view on the Drivers List, or an "Open Trips by Region" view on the Dispatch Planner. All users can see and apply them. Shared views are visually distinct from personal views in the views bar, so you can tell at a glance which are shared and which are yours. ### Know what a saved view remembers When you create or update a saved view, these grid settings are captured: * **Column visibility** — which columns are shown or hidden * **Column order** — the arrangement from left to right * **Column widths** — how wide each column appears * **Column pinning** — columns pinned to the left or right * **Filters** — any active filter conditions * **Sorting** — the multi-column sort order ### Save your personal view Configure the grid the way you want it, then open the dropdown on the active view's chip and choose **Save in My View**. If My View is already the active view, choose **Save changes** instead. Each user gets one personal view per grid page. If you already have one, saving again updates it rather than creating a second. Image *Views bar showing the "Save changes" dropdown.* ### Create a shared view for your organization With the **"CreateTenantSavedView"** permission, click the **+** button in the views bar, enter a name (up to 30 characters), choose an icon, and save. Shared view names must be unique within your organization. Alvys prompts you to pick a different name if there is a conflict. Image *Create tenant view dialog showing the name field, icon picker, and Save button.* ### Work from the modified state If you change a filter, sort, or column arrangement while a saved view is active, a red dot appears on that view's chip. The dot means the current grid state differs from what the view saved. What the menu offers from there depends on which kind of view is active. **On a shared (Tenant-Defined) view:** * **Save changes** — overwrite the view with your current configuration * **Duplicate** — create a copy of the view, leaving the original untouched * **Edit icon and label** — change the view's icon and name * **Save in My View** — save the current configuration into your personal view, leaving the shared view untouched * **Set as default** — make this the view that loads automatically when you open the page * **Reset** — discard your changes and restore the view's saved state * **Delete** — remove the view for everyone in your organization **On your personal My View,** the menu is shorter: **Save changes**, **Duplicate**, **Set as default**, and **Reset**. There is no Save in My View, since you are already in it, and no Edit icon and label or Delete. Duplicate and Edit icon and label on a shared view require the **"UpdateTenantSavedView"** permission. Delete requires **"RemoveTenantSavedView"**. Image *Modified state indicator (red dot) on a shared view's chip, with Save changes, Duplicate, Edit icon and label, Save in My View, Set as default, Reset, and Delete.* ### Reorder and set a default Shared views can be reordered by dragging and dropping them in the views bar. Alvys-Defined views always come first and cannot be reordered. Any view can be set as your default landing view for a page — the one that loads automatically when you open it. ## Result You can switch between saved layouts on any supported grid with one click, keep a personal layout for your own daily work, and — with the right permission — publish shared views that standardize how your team reads the same data. ## Variations * **Starting from a built-in view:** apply an Alvys-Defined view, adjust it, then save the result as your personal or a shared view. The original is unchanged. * **Borrowing a shared view:** any user can modify a shared view's filters, sorting, or columns and save the result into their own My View without affecting the original. * **Dispatch Planner:** Saved Views apply to the top table only. You can save separate views for when Trips is the top table and when Drivers is the top table; each is stored independently. ## Troubleshooting ### There is no views bar on the page 1. Confirm the page is one of the supported grids listed in the Overview. Saved Views is being released progressively and not every grid has it yet. 2. Refresh the page. If the views bar still does not appear on a supported grid, contact Alvys Support. ### The + button to create a shared view is missing 1. Creating shared views requires the **"CreateTenantSavedView"** permission, which is not granted to all roles by default. 2. Ask your organization's administrator to grant it. Admin and Partner Admin roles have it by default. ### A view I was using disappeared If an Admin deletes a shared view while you are using it, the grid reverts to the default Alvys-Defined view for that page. Ask your administrator whether the view was removed intentionally. ### My saved view does not appear on another page Views are per page. A view created on the Drivers List does not appear on the Trucks List. Each grid page manages its own independent set of views. ## FAQs **Q: How many personal views can I create?** **A:** One per grid page. If you need more variations shared with your team, ask someone with the **"CreateTenantSavedView"** permission to create them as shared views. **Q: Can I share my personal view with my team?** **A:** Not directly. Personal views are private. To make one available to your team, ask a user with the **"CreateTenantSavedView"** permission to recreate it as a shared view. **Q: What happens if an Admin deletes a shared view I am using?** **A:** The grid reverts to the default Alvys-Defined view for that page. **Q: Why can I not create a shared view?** **A:** Creating shared views requires the **"CreateTenantSavedView"** permission, which is not available to all roles by default. Contact your organization's administrator to request it. **Q: Can I save a view with the same name as an existing one?** **A:** No. Names must be unique within the same scope. Alvys prompts you to choose a different name if there is a conflict. **Q: Does switching views reload the page?** **A:** No. Switching updates only the grid state — columns, filters, sorting — with no full page reload. **Q: Why can I only save views for one table in the Dispatch Planner?** **A:** Saved Views apply to the top table only. You can save separate views for when Trips is on top and when Drivers is on top, and those are stored independently. Support for the bottom table may be added in a future update. ## Go Deeper * [Dispatch Planner](/en/help/loads-trips/dispatch-planner) * [Alvys Load Board](/en/help/loads-trips/alvys-load-board) * [Create and use load templates](/en/help/loads-trips/how-to-create-and-use-load-templates) * [App permissions](/en/help/administration/app-permissions) * [Off-cycle driver pay periods](/en/help/accounting-settlements/off-cycle-driver-pay-periods)