Pinned filters vs. saved views: Pinned filters are individual filter shortcuts you toggle on and off from the top of the dashboard.
Saved views are full dashboard configurations (filters and columns) you switch between as separate tabs. Use pinned filters for quick on/off filtering within a view; use saved views for entirely different dashboard setups.
1. Open the pinned filters menu
From the Shipments dashboard, click the pinned filters icon (the funnel icon with a small gear, on the right side of the page).
2. Open Manage filters
Click Manage pinned filters. The Manage filters window opens.
3. Add filters to pin
Click + Add new to add a filter to your pinned list. The counter at the top right shows how many filters you've pinned out of the 10-filter maximum.
Configure each pinned filter the same way you would in the Search and filter bar — choose a field, set the comparator (is one of, is not one of, is set), and select the values.
4. Save your pinned filters
When you're done, click Save. Your pinned filters are now available as quick-access chips at the top of the dashboard.
5. Show or hide pinned filters and the filter panel
Back in the pinned filters icon menu, two toggles control how filters appear on your dashboard:
Show pinned filters — turn on to display your pinned filters as chips at the top of the dashboard
Show filter panel — turn on to display the full filter panel alongside the dashboard
Toggle either on or off based on how much screen space you want filters to take up.