Save and Personalise List Views

When you have set a filter on a list and you want to keep the filter for later, you can save it as a view. For more information about filtering lists, see Setting Filters on Lists.

If views exist, the Views group appears at the top of the filter pane. Views are variations of the list that have been preconfigured with filters. You can define and save as many views as you want per list. The views will be available the next time you open the list, from any device or browser.

Tip

Take free e-learning content about the Business Central user interface on Microsoft Learn.

To save a view

  1. Open any list page.

  2. Select Filter pane icon. at the top of the list or press Shift+F3 to open the filter pane.

  3. Set one or more new filters. For more information, see Setting Filters on Lists.

  4. When you have set the filters, choose the Save View. icon.

    If you set a filter for a list view that that is already saved as a view, the existing view will be updated when you save.

  5. If you're saving a new view, enter a name for the view in the All (Copy) box, such as "Items I own".

  6. Press the Enter key or move the cursor from the text box to accept the name.

If you don't give it a name, it will be named All (Copy).

Tip

Not seeing the Save View icon? For more information, see Why don't I have a Save icon.

To rename or remove a view

  1. For the view that currently displays the list, choose the Show more options. icon to see which options are available.
  2. Choose either the Rename or the Remove action.

Managing Many Views

As the number of views on a page grows, you may need more control over how views are presented in the filter pane. With the Personalising banner, you can hide unwanted views or reorder your views to get the perfect sequence. For more information, see Personalise Your Workspace.

See Also

List Views FAQ
Personalise Your Workspace
Work with Business Central
Change Basic Settings
Change Which Features are Displayed