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Saved Views & Bookmarks

A view saves how a table is set up: its filters, search terms, sort order, and hidden columns. Load a view to return to that setup in one step, or set it as your default so the table always opens that way. Views are personal: each user has their own, for each account.

Tables that support views have the Views icon in their toolbar.

How to Use Saved Views

Section titled “How to Use Saved Views”

Set up the table first:

  • Select "Columns" to show or hide columns.

    The "Columns" panel of the Findings table, where you turn each column on or off.

  • Select "Filters" to choose a column and filter on it.

    The "Filters" panel of the Findings table, with a column, an operator, and a value for each filter.

  • Enter text in "Search..." to search the table.

  • Select a column header to sort by that column, in ascending or descending order.

Create and Save a View

Section titled “Create and Save a View”

  1. Select the Views icon in the toolbar. The "Views" dialog opens.

    The right end of the Findings toolbar, where the Views icon sits between the Density icon and the Export icon.

    The "Views" dialog, with "System View" and your saved views above "Load View", "Save As Default", and "Create View".

  2. Select "Create View". The "Create View" dialog opens.

    The "Create View" dialog, with a name entered in "View Name", the "Set this view as Default View" checkbox, and "Save View".

  3. Enter a "View Name". Each view needs a unique name, and it cannot be "Default".

  4. Optional: select "Set this view as Default View" to open the table with this view every time.

  5. Select "Save View".

Access and Manage Saved Views

Section titled “Access and Manage Saved Views”

The "Views" dialog lists your views. "System View" is the table's original setup. Under each view's name, StyxView summarises what it holds, for example "2 active filters, sorted by 1 column".

The "Views" dialog with one of your saved views selected, with its summary under the name and its edit and delete icons.

  • Load a view: select it and select "Load View".
  • Make a view your default: select it and select "Save As Default". A tick marks the default view. A dot on the Views icon shows that one of your views is the default. Hover over the dot to see its name.
  • Return to the original setup: select "System View" and select "Save As Default".
  • Rename or change a view: select its edit icon, change the "View Name" or "Set this view as Default View", and select "Update View".
  • Delete a view: select its delete icon and confirm.

Export Customised Data

Section titled “Export Customised Data”

An export uses the table's current filters, search, and sort order. So to export the data in a view, load the view first and then export. See Export Functionality.