---
title: "Save Active View"
url: "https://help.tabidoo.cloud/en/article/save-active-view"
language: "en"
last_updated: "2025-10-22T05:53:49.464Z"
---

# Save Active View

Do you use some filters often and do you want to save time? Tabidoo provides the opportunity to save filters and use them whenever needed.

**How to do that?**

-   Click on this option in the upper-right corner

## ![](https://cdn-assets.productfruits.com/19b46e2c-5abb-497d-934b-38af0fd7de7d)How to Save a New View

1.  Click the **View settings icon** (gear symbol) in the top-right corner of your table.
2.  Click on **"+ Save active view"**.
3.  In the popup:

-   **Enter a name** for your view.
-   Optionally enable:
-   **Shared** – visible to all users in the application.
-   **Use as default** – the view will be loaded automatically when opening the table.
-   **Show as table** – if "Shared" is enabled, this will show the saved view as a separate table in the main menu.

 *Reports are always generated from the source table. The “Show as table” option only creates a shortcut to the same data structure — it does not create a separate report.*

-   Click **Save**  
    ![](https://cdn-assets.productfruits.com/a050a07b-de12-4a6f-9e64-6c1910bb2719)  
     

>  **Tip:** Views that are set as default will be automatically applied when you open the table. "Show as table" is a great feature for building dashboards or simplified views for specific user roles.

![](https://cdn-assets.productfruits.com/7d3458a4-519f-4862-bc5d-288a616a0f28)

*How to save the active view as a table*

## How to Manage Saved Views

When you click on the view settings icon again, you will see a list of your saved views.

From here, you can:

-   **Switch between views**
-   **Edit** a saved view ( Rename/Edit)
-   **Delete** a view ( Delete)
-   **Override by current view** – updates the saved configuration with your current filter/sort/column state

![](https://cdn-assets.productfruits.com/d5d441ab-1e8d-4efa-9285-776b3063c1b9)

*Settings of the saved active view*

### Summary of Options

### ![](https://cdn-assets.productfruits.com/46daf56d-5fe4-452f-91a7-713448c54fda)  
Use Cases – When to Use “Save Active View”

### 1\. **Role-based dashboards**

Manager sees tasks by status and deadline.

Salesperson filters only their leads.

HR views applicants in active stages.

 *Each user gets a personalized view without extra clicks.*

* * *

### 2\. **Quick access to filtered reports**

Save a view with specific filters (e.g. only “Completed” orders).

Use **“Show as table”** to make it appear as a separate table in the menu.

 *Create mini reports or dashboards instantly.*

* * *

### 3\. **Reusable complex filters**

Hide columns, apply multiple filters, sort records.

Save everything as one active view.

 *Avoid repeating setup for complex tables.*

* * *

### 4\. **Team meetings / shared views**

Save a shared view for weekly standups or sprint boards.

Everyone sees the same data structure.

 *Ideal for collaboration and consistency.*

* * *

### 5\. **Testing or temporary setups**

Create a “debug” or “test” view for temporary use.

Don’t mess with default settings.

 *Safe environment for experiments.*