LAST UPDATED
20/01/2026
Dashboard Views
Shows how to save customised filter combinations and layouts as "Views," enabling you to switch between different workflows with a single click.
Dashboard
Platform Dashboard
Save Your Perfect Dashboard - Custom Views for Every Workflow
Previously, users had to manually reapply the same filter combinations every time they wanted to view a specific set of transactions. With this feature, users can save their current filter combinations, index selection, and sort settings as named "Views" (e.g., "My Fast Track Cases").
One-Click Context Switching
Views are organized by group and can be loaded instantly. When a view is selected, all saved filters are automatically applied. Users can switch between different workflows in seconds without rebuilding their filter sets from scratch.
Personalisation and Persistence
Views are unique to each user and persist across sessions. If a user modifies a view while working, an asterisk appears to indicate unsaved changes, allowing them to either update the view or save it as a new one. This allows every user to customise the dashboard to their personal workflow.