🔐 Required Role Permissions: Save Searches, Save Public Searches, Manage Searches
📒 NOTE
Dashboard tables were updated in October 2026. Your existing saved searches 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.
Records stored in the database are organised into different columns, which you can add, remove or arrange to your liking.
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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 Saved Searches functionality to save your selections.
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You can use your saved searches as input data to create reports. To learn more about reports, read our article Working with Charts and Reports.
Save a Search
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 Show Columns button.
Show 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.
Filter the columns you need. For more information, see Filter Columns.
Filter Columns
Press the Saved Searches button and select 'Save Current Search'.
Save Current Search
Enter a name for the search.
Search Name
Keep the 'Private' checkbox ticked if the search should be available only to you. If you untick it, other users within your organisation will have access to your search and will be able to modify it.
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If you want to share your saved search with someone but you do not want to make it public, keep the search 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 search. If you untick it, only the column selection and order will be saved.
Save Filters
Press the Browse associations link, then select the related record and the field you want to add.
Browse Associations
📒 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 Search button.
Create Search
Any time you want to retrieve this view, press the Saved Searches button and select the respective search.
Saved Searches
Manage Searches
Set a default view, or update or delete existing saved searches.
Set a default view, or update or delete existing saved searches.
In the Ventrata Dashboard, go to Bookings > Bookings.
Press the Saved Searches button.
Select 'Manage Searches'.
Manage Searches
A new window with a list of your saved searches appears onscreen.
Searches
Press the MAKE DEFAULT button to make your search the default view when you enter the page, without having to select it from Saved Searches.
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To undo this, press the REMOVE DEFAULT button and the page displays the system default view or another search you have selected.
Press the pen and paper icon to edit the search. You will be redirected to the window described in Save a Search above.
Edit your search settings.
Press the Update Search button to save your changes.
Update Search
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You may also choose to Delete the search from this window or the search management window.