Saved Views

A saved View is a named configuration of how your data is displayed. Its filters, sorting, grouping, and layout, captured together so you (and your team) can return to it in one click. Instead of re-applying the same filters every morning, you save the View once and pick it from the list whenever you need it.

​

What a saved View remembers

When you save a View, it stores:

• Filters: which records appear (e.g. “Status is Active”).
• Sorting: the order records are listed in.
• Grouping: how records are clustered, such as by stage or owner.
• Layout: the view type and how its components are arranged.

Open a saved View and it renders exactly as you left it, against live data.

​

Simple vs. complex saved Views

• Simple: a single object or page filtered to one slice, like Active Contacts or My Open Deals. These are the everyday lenses your team reaches for most.
• Complex: a richer layout mixing several components and grouping, such as a Sales Dashboard that pairs a pipeline board with summary stat cards. The same saving mechanism covers both.

​

Sharing and permissions

A saved View is an entity, so it follows the same access model as everything else in Custral. It inherits permissions from the page or object it belongs to, and you can give it independent access when a View needs to be more (or less) visible than its parent.

​

Reusing configurations elsewhere

To reuse a single tile rather than a whole View, save it as a Saved Component and drop it onto any compatible View.

​

See also