If you regularly run the same reports or work with the same column layouts on the Enrollees Table, Saved Views let you store those configurations and reload them with a single click. This guide walks you through creating a Saved View, loading it later, editing it as your needs change, and removing it when you no longer need it.

A View is the combination of column choices and filters you apply to the Enrollees Table to display the data you want to review, download, or act on. A Saved View stores that exact combination — the columns you've shown or hidden, the order you've arranged them in, and any filters you've applied — so you can return to it instantly without rebuilding it each time.

Saved Views are especially useful for Admins who run multiple types of reports regularly or who frequently switch between different filter sets (for example, "Unpaid Balances," "Waitlist by Class," or "Email Marketing List").

Saved Views live on the Enrollments area of the Enrollees Table. The table has three areas you can switch between — Enrollments, Accounts, and Enrollees — but the Views, Columns, and Filters buttons (and therefore Saved Views) are only available in the Enrollments view. You'll find these three buttons aligned to the upper-left of the table.

Watch the short walkthrough below, or follow the written steps.

To create a Saved View, follow these three steps:

Step 1 — Set your columns. Click the Columns button, then use Show / Hide and Reorder to choose and arrange the data columns you want in your view. Click Done when finished.

Step 2 — Apply your filters. Click the Filter button and enter the values you want to filter by (for example, Photo, Participant, Age, Enrolled status, Tags, Physician/Family Doctor, and so on). Click Apply.

You can use columns only, filters only, or both — any modification to the dataset will create a View that can be saved.

Step 3 — Save the view. Click the Views button, then click Save View at the bottom of the drawer that slides out. Give your view a descriptive name (for example, "Summer Camp Waitlist") and click Save.

You can create as many Saved Views as you need. To load one, click the Views button and select the Saved View you want from the list. The table will immediately update with the saved columns and filters.

To change the columns or filters on an existing view, head to the Enrollees Table and follow these steps.

Step 1 — Select the view you want to edit so its current columns and filters load into the table.

Step 2 — Add or remove columns (and/or adjust filters) using the Columns and Filters buttons. Click Done when finished.

Step 3 — Re-save the view. Click Views, then Save View, and either confirm the existing name or rename it.

When a Saved View is no longer needed, or you want a clearer name for it, open the Views drawer and click the three-dot menu to the right of the view's name. You'll see two options:

Saved Views don't have to stay locked to your own browser — you can share any view you've built with the rest of your company or with specific teammates. Sharing is especially useful when you've spent time crafting the perfect column layout and filter set for a recurring task (like a weekly attendance report or an email list) and want others on your team to use the exact same configuration without having to rebuild it themselves.

To share a Saved View, follow these steps.

Step 1 — Open the view's menu. In the Views drawer, click the three-dot menu to the right of the view you want to share, then select Share.

Step 2 — Choose who can access the view. A Share "[View Name]" dialog will open, giving you two ways to share:

Once you've made your selection, the people you've shared with will see the view in their own Views drawer the next time they open the Enrollees Table.

After you've shared a Saved View, you may want to confirm exactly who currently has access — for example, before adding new teammates, removing someone who's changed roles, or switching a view from "specific people" to company-wide. There are two quick ways to check.

In the Views drawer, click the three-dot menu next to the view, then click Share again. The Share "[View Name]" dialog will show the view's current state: whether Make company-wide is toggled on, and — under Share with specific people — the chips listing each individual the view is shared with.

From here you can also adjust access on the spot: click the × on a person's chip to remove them, use the dropdown to add more people, or toggle Make company-wide on or off. Click Save to apply your changes.

You can tell how a Saved View is shared without opening any menus by looking at the small icon beside the view's name in the Views drawer:

Only the owner of a Saved View — the admin who originally created and shared it — can edit or delete the shared version. If someone else shared a view with you, you can use it freely, but you cannot rename it, change its filters or columns, adjust who it's shared with, or delete the original. Use the path below that matches your situation.

You have full control over both the contents of the view and who can see it. From the Views drawer, click the three-dot menu next to the view, then choose one of the following:

To edit the columns or filters of a shared view you own, load the view first, make your changes using the Columns and Filters buttons, then re-save it (see Edit a Saved View above). Your updates will flow through to everyone who has the view.

You can load the view and use its columns and filters anytime, but you cannot make any changes to it. Specifically:

You can see if the view was shared company-wide or with specific users by hovering over the icons beside the Saved View label.

If you need the view modified (deleted, renamed, updated filters/columns, or shared with additional people), reach out to the owner and ask them to make the change from their account.