Save and personalize list views
When you set a filter on a list and you want to keep the filter for later, you can save it as a view. To learn more about filtering lists, go to Set filters on lists.
If views exist, the Views group appears at the top of the filter pane. Views are variations of the list that is preconfigured with filters. You can define and save as many views as you want per list. The views will be available the next time you open the list, from any device or browser.
Tip
Take free e-learning content about the Business Central user interface in Microsoft training.
To save a view
Open any list page.
Select
at the top of the list or select Shift+F3.Set one or more new filters. To learn more, go to Set filters on lists.
When you set the filters, choose the
icon.If you set a filter for a list view that was already saved as a view, the existing view updates when you save.
If you're saving a new view, enter a name for the view in the All (Copy) box, such as "Items I own".
To accept the name, select the Enter key or move the cursor from the text box.
If you don't give it a name, the default name is All (Copy).
Tip
Not seeing the icon? To learn more, go to Why don't I have a Save icon.
To rename or remove a view
- For the view that currently displays the list, choose the
icon to see which options are available. - Choose either the Rename or the Remove action.
Managing Many Views
As the number of views on a page grows, you might need more control over how views are presented in the filter pane. With the Personalizing banner, you can hide unwanted views or reorder your views to get the perfect sequence. To learn more, go to Personalize Your Workspace.
See also
List Views FAQ
Personalize Your Workspace
Work with Business Central
Change Basic Settings
Change Which Features are Displayed