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Quick Summary: Saved Views let you capture a page’s current filter, sort, and display configuration as a persistent, named sub-page in the left navigation. All users can create personal saved views; administrators can create org-wide saved views visible to every user.

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Overview

Saved Views allow you to preserve any page’s state — including active filters, sort order, column selections, and display settings — as a named sub-page that appears directly in the left navigation. Instead of re-applying the same filters every time you visit a page, you can create a Saved View and return to that exact configuration in a single click. For example, you could filter Team > People to show only employees without a career assigned, save that state, and name it “No Role Assigned.” That view becomes a permanent shortcut in your left navigation, always pre-loaded with the same filter configuration. All users can create saved views for their own personal use. Administrators can create saved views that are visible to every user in the organization. Administrators can also designate any saved view as the default state for a page, so all users land on a specific configuration when they first visit. Saved Views are related to but distinct from Favorites. Favorites let you star any individual page and add it to a personal shortcuts section in the left navigation. Saved Views create persistent, shareable sub-pages that can be made available to the entire organization. See Favorites for more information.

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Prerequisites

Before creating saved views, you need:
  • Permission level: Any user role to create personal saved views; Administrator role to create org-wide saved views or set a saved view as the default for all users
  • Access requirement: Any SkillsDB page that supports filtering, sorting, or display configuration

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Understanding the Save Action Button

The Save Action button is the trigger for creating a Saved View. It appears as a blue button to the right of the breadcrumb at the top of the page — but only when the current page state has been modified from its default. When you apply a filter, change a sort order, adjust column selections, or modify display settings on any page, the blue Save Action button appears automatically. Selecting this button opens the save dialog where you can name and save the current configuration as a view. If no changes have been applied to the page, the Save Action button does not appear.

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Creating a Personal Saved View

Any user can create a personal saved view on any page that supports filtering or sorting. Personal saved views are visible only to you and appear as sub-pages under the relevant section in your left navigation.

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Step 1: Apply your desired page state

  1. Navigate to the page you want to save (for example, Team > People)
  2. Apply the filters, sorts, column selections, or display settings you want to preserve
When you make any change to the page state, the blue Save Action button appears to the right of the breadcrumb at the top of the page.

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Step 2: Name and save the view

  1. Select the blue Save Action button in the breadcrumb area
  2. Enter a name for the saved view in the Name field
  3. Select Save for me
The saved view is created immediately and appears as a sub-page in the left navigation beneath the parent page.
Tip: Choose a descriptive name that reflects the filter state — for example, No Role Assigned or Engineering — Below Target — so the purpose is clear at a glance in the left navigation.

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Creating an Org-Wide Saved View

Administrators can create saved views that are visible to every user in the organization. Org-wide saved views appear as sub-pages in the left navigation for all users, not only the administrator who created them.
  1. Navigate to the page you want to save
  2. Apply the filters, sorts, column selections, or display settings you want all users to see
  3. Select the blue Save Action button in the breadcrumb area
  4. Enter a name for the saved view in the Name field
  5. Select Save for all users
The saved view is created and immediately appears in the left navigation for all users in the organization.
Important: Org-wide saved views are visible to all users as soon as they are created. Users cannot remove an org-wide saved view from their navigation — only administrators can create or delete org-wide saved views.

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Setting a Saved View as the Default

Administrators can designate any saved view as the default state for all users on a given page. When a saved view is set as the default, it becomes the configuration all users see when they first navigate to that page — before they apply any filters or changes of their own. To set a saved view as the default:
  1. Navigate to the saved view you want to set as default
  2. Open the Display Settings pane
  3. Select Set as default for all users
A confirmation prompt displays indicating how many users will be affected. Confirm to apply.
Note: Setting a new default replaces any previously configured default for that page. The change takes effect immediately for all users in the organization.
Once created, saved views appear as indented sub-pages beneath their parent page in the left navigation.
  • Personal saved views appear only in your own left navigation under the relevant section
  • Org-wide saved views appear in the left navigation for every user in the organization
Select any saved view from the left navigation to load the page with that view’s saved state — filters, sort order, column selections, and display settings — applied automatically.

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Deleting a Saved View

Personal saved views can be deleted by the user who created them. Org-wide saved views can only be deleted by administrators. Users cannot delete org-wide saved views created by an administrator. To delete a saved view:
  1. Navigate to the saved view you want to delete
  2. Open the Display Settings pane or the view’s options menu
  3. Select Delete view
  4. Confirm the deletion
Once deleted, the saved view is removed from the left navigation immediately. This action cannot be undone.
Warning: Deleting an org-wide saved view removes it from the left navigation for all users in the organization immediately. Confirm the view is no longer needed before deleting.

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Common Questions

Yes, with limitations. All users can create personal saved views by selecting Save for me when saving a page state. Only administrators can create org-wide saved views by selecting Save for all users. Only administrators can set a saved view as the default for all users.
A saved view captures the complete page configuration at the moment you save it, including active filters (for example, by department, career, status, or region), sort order and sort direction, column selections and column widths, and display settings (for example, chart type, grade tab selection). When you or another user navigates to the saved view, the page loads with all of those settings pre-applied automatically.
To update a saved view, navigate to the saved view, apply your new filter and display settings, then select the blue Save Action button and save again. The updated state replaces the previous saved configuration.
Both features create shortcuts in the left navigation, but they serve different purposes. Saved Views create a named sub-page, can be shared with all users (admins only), can be set as default for all users (admins only), and capture page state. Favorites also capture page state and can be shared (admins only), but appear in a “Favorites” section rather than as a named sub-page, and cannot be set as default. Use Saved Views when you want a persistent, named sub-page. Use Favorites for personal shortcuts to pages you visit frequently.
Yes. Like any page in SkillsDB, a Saved View can be starred and added to your Favorites for faster access. See Favorites for instructions.
Only administrators can delete org-wide saved views. Standard users and managers cannot remove org-wide saved views from their navigation.
No. A saved view captures the page state at the moment it is created. The underlying data on the page (for example, the list of people or their skill grades) updates in real time, but the filters and display settings applied by the saved view remain fixed to what was saved. If you want to change the saved configuration, you need to update the view manually.
The Save Action button appears on any page that supports filtering, sorting, or display configuration. This includes pages such as Team > People, Skills Matrix analytics views, and other data-heavy pages. Static or read-only pages that have no configurable state do not support saved views.

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Related Articles

Favorites

Star any page and add it to your personal shortcuts section in the left navigation

Page Settings

Configure page-level display defaults including column visibility and sort order

Analytics & Reporting

The Skills Matrix and other analytics views are common candidates for saved views

Search

Save a filtered search result as a Saved View for repeated access

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Need Help?

If you run into any issues or have questions, reach out to your organization’s SkillsDB administrator or contact SkillsDB Support.