Saved views capture both filters and columns: When you save a view, polt.ai remembers exactly which filters are applied and which columns are visible, in what order.
1. Set up the dashboard the way you want it
Before creating a view, configure the dashboard:
Apply any filters you want included in the view
Customize which columns are visible and their order
2. Open the Create view dialog
Click the + button at the top of the dashboard, next to your existing view tabs. (Hovering shows "Create view".)
3. Name and save the view
In the Create view dialog, enter a name for your view (e.g., "Active loads," "Delivered – pending billing"), then click Save.
The new view appears as a tab at the top of the dashboard.
4. Switch between views
Click any view tab to switch to it. Each view remembers its own filters and columns independently.
5. Manage an existing view
Click the ... button next to a view's tab to access these options:
Set as default view — make this the view that loads automatically when you open the Shipments dashboard
Duplicate — create a copy you can modify without affecting the original