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Saved Views

Last update: June 28, 2025

Picture of Kerry Bennicke
Kerry Bennicke

Technical Writer

In this article:

Saving Views will help you get the information you need faster. You can keep your favorite filters as ‘Saved Views’ so that you don’t have to apply filters to your data every time. ‘Saved Views’ can be created for any app within FreeAgent CRM including custom ones. 

If you ‘Star’ a Saved View it will be added to the options available for that App in the menu. 

There is an infinite amount of Saved Views you can create to access your information faster, depending on the filters you apply to your information.

User Permissions: Saved views are available for all users in FreeAgent CRM.

The Save Button

Let’s go over every component of the ‘Save’ button when it comes to saving and changing our views. 

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1. Save

You can update your existing Saved views by adding more filters, changing the configuration, and adding some sorting options. If you decide to update it and you want to keep this new version, click the ‘Save’ button. This is a great option to keep your Saved views up-to-date, without having to create multiple new ones. You can also opt to create a new Save View if you want to keep both views by clicking the ‘Save as New View’ option.

Note: clicking the ‘Save’ button will overwrite the existing view with the changes you have made. If you want to keep the old view as well as the new one do not click ‘Save’.

If you make changes to an existing Saved view there will be a red dot next to the name showing that changes haven’t been saved. If you navigate to another view within FreeAgent CRM, the system will temporarily save those changes. You can navigate back, with the back arrow of your browser to get to your unsaved changes, however, if you navigate back from the menu, then the view will be restored to its original state. 

2. Save as New

Choose this option if you have just configured your view and want to save it while keeping the old one intact. Saved Views are created based on filters, sorts, view types, but they will also save the order and width of the columns in the list view for example, or any other configuration you have applied in any view. To learn more about Filters, please visit the following tutorial:

Filter, Sort & More

The following window will appear after your click ‘Save as New’. 

  • Choose a name for your new view.
  • Decide whether or not you would like to share it with your team.
  • You can give your team read only access or full editing capabilities.
  • You can also choose to copy over the Dashlet from the original view.

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3. Rename Saved Views

This will simply allow you to rename the view you are currently in. The following window will appear once you’ve selected ‘Rename’.

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4. Share a Saved View with your team

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Sharing your saved views is super easy. Whether you are creating the view or if it already exists, enable the ‘Share with Team’ checkbox, and select the appropriate Team Visibility, there are two options:

  • Read-only. They will be able to see the View but they won’t be able to make any changes to it. 
  • Full Edit Access. Your team members will be able to see the view and will have full editing rights to the view. 

When shared, all your users will have access to the saved view and thanks to their unique URLs, you will be able to copy and paste the URL and send it to your entire team for them to see. 

5. Discard Changes

Think of this like an ‘Undo’ button for views. If you made changes to an existing view and would like to revert back to the original, simply click this button.

6. Hide Dashlet

This button will hide your dashlet if your view has widgets. You can click on the button again to open them back up.

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7. Remove from Menu

You can quickly add a saved view to the App menu for all users. Select ‘Add to Menu’ and you will immediately see the change. 

Once added, you can also use the re-order icon to place the new item wherever you want it.

To remove a saved view from the menu simply navigate to the view, go back to the ‘Save’ menu, and click on ‘Remove from Menu’.

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Export a Saved View to PDF or CSV

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Navigate to any of your existing Save views right from the menu if you have favourited them or through the Manage Save Views option available under Settings.

There click the 3 dots icon located in the top right corner and then click the ‘Print Report’ or ‘Export CSV’ option. 

A Success message will appear meaning that your PDF file is being processed and it could take a few minutes for your file to be ready. The print Report process is done in the background, allowing you to continue with your work. Once the file is ready you will receive a notification. 

Click on the notification to see its details. To download your PDF, click the PDF URL. The download will start immediately. 

The print Report process creates an entry under Jobs in Admin Settings. If you need access to a PDF, in case you deleted your notification, reach out to your team’s administrator to request the URL.

Find your Saved Views

There are a few different places you can access share views.

1. Reporting > Views

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The ‘Views’ Page will display a list of all the Saved Views created by you and other users. This list includes the Saved View’s name, the App it was created for, and the name of the user that created the Saved View. Here you can also see if a Saved View was shared with the entire team or not, the date of its creation and when it was last edited.

2. App Title 

Click on the title of the application you’re in and you’ll get a list of all of the shared views for the app as well as your favorites.

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3. Search

Another option to get to your Saved Views is through the menu’s search function. You just need to start typing your Saved View’s name and it will show in the search results.

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Note: Views will be searchable only if you have ‘Stared’ them or if they have been added as part of the menu by your team’s administrator. 

Add your Saved Views to Favorites

If you want to add that Saved View to your navigation under the menu, all you have to do is to click on the ‘star’ icon right next to the Saved view’s name to add it to your Favorites.

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Note: Favorite Views work at a user level, the views you favorite will only be available to you in the menu. 

You will be able to find your Favorite Saved Views in two different locations:

Favorites

Located at the top of the menu. This will include a list of all your Favorite Views for all your Apps.

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App Title Menu

As mentioned earlier you can click on the title of the application you’re in to reveal all shared saved views as well as your favorites.

favourites_copy.png

If you are an Administrator or App admin, and you want to learn how to add views or dashboards to the menu of an Apps for all your team members, please visit the following tutorial:
Menu Items

Re-order your Favorite Views

favourites.png

You have the option to organize the Views located in the Favorite section at the top of the menu. All you have to do is click on the Favorites ‘star’ whether the menu is open or closed. Once you do, the Re-order favorites window will be displayed. Here just drag & drop your views in the desired order and click the ‘Save’ button.

Bookmark your Saved Views

You can also bookmark pages you want to get to quickly in your browser and navigate right to them thanks to their unique URLs.

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