Skip to content
See the Magic
  • There are no suggestions because the search field is empty.

Saved Views & Sharing

What are Saved Views & Sharing?

Saved Views capture your customized board configurations—specific columns, filters, and sort orders—so you can return to them instantly without rebuilding the same view every time. Think of them as bookmarks for your most important data perspectives. Sharing takes this further by letting you make these views available to other team members or even external parties like customers and carriers. You can create personal views for your own workflows or organizational views that give everyone access to standardized reports and filters.

The real power emerges when saved views become your team's operational standards. Instead of each dispatcher creating their own filtered orders board, you build one "Daily Dispatch View" that everyone uses. Consistency means everyone sees the same information, follows the same priorities, and works from shared understanding. And when you share boards with external parties, you create transparency without compromising security—customers see their order status without accessing sensitive internal data.

How Saved Views & Sharing work:

  1. Create and configure your board: Start by setting up a board exactly how you want it. Choose your columns, apply filters, and arrange everything until the view shows precisely the information you need.
  2. Save the view: Click "Save As" or "Save to View" (depending on whether you're creating new or updating existing). Give it a clear, descriptive name that indicates its purpose: "Orders Picking Up This Week," "Inactive Customers," or "Carriers Needing Compliance Updates."
  3. Choose visibility settings: Decide whether to make the view "Only visible to me" (personal view) or "Visible to everyone in my organization" (organizational view). Only Admin and Manager roles can typically create organizational views, ensuring quality control over shared resources.
  4. Access your saved views: Saved views appear as tabs or in a dropdown at the top of the module. Click any view name to instantly load that configuration. Switch between views throughout your day as priorities shift.
  5. Share boards externally: For boards you want to share with customers, carriers, or partners, use the Share function. Click the share icon on your configured board, then choose "Invite People" to send access to specific email addresses, or "Get Share Link" to generate a URL anyone can access.
  6. Configure share permissions: When sharing, specify exactly what external users can see. You might share a "Customer Orders" board that shows only that customer's shipments, filtered automatically. External viewers see live data but cannot edit anything unless you specifically grant that permission.
  7. Update saved views: Views aren't static. Click the triangle or settings icon next to any saved view to modify its filters, add columns, or rename it. Changes save immediately and all users with access see the updated version.
  8. Delete or archive old views: Remove views that are no longer relevant to keep your list clean and manageable. Only the view creator or admins can delete organizational views, protecting against accidental removal of views other team members rely on.

What it means for you:

Saved views transform how your team collaborates around data. Instead of everyone maintaining their own filtering methods and hoping they're looking at the right records, you establish standardized views that become part of your operational process. Your morning standup references the "Active Loads" view. Your weekly carrier review uses the "Carrier Performance This Month" view. Everyone operates from the same perspective, which reduces confusion and ensures nothing falls through the cracks.

Sharing capabilities extend your operational transparency beyond your office walls. Customers log into a shared board showing their orders, tracking status, and delivery updates—they get real-time visibility without overwhelming your customer service team with status calls. Carriers see a board of available loads or their assigned shipments, creating collaboration without granting full system access. You maintain control over what data is visible while building trust through transparency. And because shared views update automatically as your data changes, everyone always sees current information without manual reporting or email updates.