Saved Views: Your Lists, Your Way

Every list in a business application gets used in a handful of recurring ways. Your support team checks "open tickets assigned to me" every morning. Finance reviews "unpaid invoices over 30 days" every week. Sales looks at "deals in negotiation, updated this month" before every pipeline review.

If building that view requires rebuilding the same filters every time, that's friction. Small friction, but daily.

Save It Once, Use It Always

Saved views in Swifty let you capture any filter combination — along with sorting preferences and column visibility — and give it a name. Save "My Open Tickets." Save "Overdue Invoices." Save "Pipeline Review."

The next time you need that view, click the name. The list appears exactly as configured. No rebuilding.

Team Views and Personal Views

Some views are personal — filters relevant to your role and your records. Others should be shared across the team — agreed-upon reports that everyone uses the same way.

Swifty supports both. Administrators can define team-wide views that appear for all users. Individual team members can save personal views that only they see. Both appear alongside each other as quick-access buttons on the list.

Views That Stay Current

Saved views are not static snapshots. They're live filters — every time you switch to a saved view, it runs against the current data. "Overdue Invoices" always shows the invoices that are overdue today, not the ones that were overdue when you saved the view.

That's an important distinction. Your views reflect your current reality, not a moment frozen in time.

Part of a Consistent List Experience

Saved views are one piece of a broader list experience in Swifty: fast search, flexible filters, column picker, export. Together, these capabilities make lists a genuine working tool rather than just a way to find records.

The goal is that your team opens a list and immediately has what they need — without setup, without confusion, without wasted time.