Saved views
Keep your filters between sessions and jump straight to the data you care about.
The Campaigns, Donations, Recurring plans, Fundraisers, and Insights pages all support filters and search. Saved views let you keep those filters so you don't have to reapply them every time. Apply the filters you need, save them, and they appear as a tab at the top of the page. The next time you open that page, your view loads automatically.
A few practical examples of what you can save as a view:
- Campaigns tagged "FY2025" filtered to active status
- Recurring plans from a specific date range
- Donations from a particular source
Each person on your team has their own set of saved views. You can create as many as you need and share them across the team.
Who can use saved views
Organization Administrators, Campaign Administrators, and Configuration Managers can create and manage saved views.
Users with the View only role can see saved views but cannot create their own.
Support Specialist and Virtual Terminal Specialist roles do not have access to saved views.
Create a saved view
- Open any page that supports saved views.
- Apply the filters, search, or tags you want to keep.
- Click Save view in the toolbar.
- Give it a name (up to 80 characters) and click Save view.
Your view appears as a tab at the top of the page, next to All campaigns (or the equivalent default tab). Your saved views are preserved between sessions — the last view you used on each page opens automatically when you return.
Update a saved view
If you adjust the filters on an existing view and want to keep the changes, click Save view and select Save to current view.
Rename or delete a view
With the view tab selected, click the … menu in the toolbar and choose Rename view or Delete view. The default All tab cannot be renamed or deleted.