🔐 Required Role Permissions: Views, Save Public Views
📒 NOTE
Dashboard tables were updated in October 2026 and saved searches are now called views. Your existing views were updated automatically, but some column names have changed. To find the new name of a column, see the column mapping document.
The Ventrata Dashboard displays your data in an interactive table view similar to a pivot table.
Save the columns, column order and filters you use regularly as views, and set a default view.
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You can also add custom columns and fields from related records. For more information, see Working with Table Columns.
To make sense of this information, you are likely to use only a handful of columns regularly. The Ventrata Dashboard offers the Views functionality to save your selections.
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You can use your saved views as input data to create reports. To learn more about reports, read our article Working with Charts and Reports.
Save a View
Save the table views you use regularly.
Save the table views you use regularly.
In this article, the Bookings table is used as an example.
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the Columns button.
Columns
Add, remove or rearrange columns. For more information, see Working with Table Columns.
Visible Columns
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Press the X next to a column title to remove it. Drag a column title to change its position. You can also drag column headers directly in the table.
Filter the columns you need. For more information, see Filter Columns.
Filter Columns
Press the Views button and select 'Save Current View'.
Save Current View
Enter a name for the view.
View Name
Keep the 'Private' checkbox ticked if the view should be available only to you. If you untick it, other users within your organisation will have access to your view and will be able to modify it.
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If you want to share your saved view with someone but you do not want to make it public, keep the view private and share its link from your browser's address bar instead.
Keep the 'Save Filters' checkbox ticked if the filters on your columns should be part of your view. If you untick it, only the column selection and order will be saved.
Save Filters
(Optional) To add more columns, press the Browse columns link, then select the related record and the field you want to add.
Browse Columns
📒 NOTE
Records marked with an arrow contain further related records. Select them to browse deeper levels.
Review the selected columns before saving.
Columns
Press the Create View button.
Create View
Any time you want to retrieve this view, press the Views button and select the view.
Views
Manage Views
Set a default view, or update or delete existing saved views.
Set a default view, or update or delete existing saved views.
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the Views button.
Select 'Manage Views'. A new window with a list of your saved views appears onscreen.
Manage Views
Press the MAKE DEFAULT button to open the page with this view every time, without selecting it from Views.
Views
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To undo this, press the REMOVE DEFAULT button and the page displays the system default view or another view you have selected.
Press the pen and paper icon to edit the view. You will be redirected to the window described in Save a View above.
Edit your view settings.
Press the Update View button to save your changes.
Update View
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You may also choose to Duplicate or Delete the view from this window or the view management window.