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Quick Summary: Saved views capture the current filter, sort, and display state of any page and make that state available as a named sub-page in the left navigation. Only administrators can create saved views. Admins choose whether a view is visible to all users in the company or only to selected org groups.

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Overview

A saved view is a named page configuration that appears as a sub-page in the left navigation. When you select a saved view, SkillsDB loads the parent page with the exact filters, sort order, column selections, and display settings the admin saved — no re-configuration required. Saved views are administrator-only. An admin applies the desired state on any page that supports filters or sorting, saves the state with a display name, and chooses who can see the view. Users who fall within the chosen audience see the saved view appear in their sidebar automatically. Saved views complement Favorites, but they serve different purposes:
  • A favorite is a starred entry in the dedicated Favorites section at the top of the sidebar. Any user can create personal favorites; admins can create admin favorites for the company.
  • A saved view is a named sub-page nested under its parent page in the sidebar. Only admins can create saved views, and they can target the view to all users or to selected groups.
Use favorites for top-level shortcuts. Use saved views when a specific configuration should appear as a permanent child of a page for a defined audience — for example, an Onboarding — Week 1 view under Team > People, or Frontline — Overdue Training under Team > Skills.

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Prerequisites

Before creating or managing saved views, you need:
  • Permission level: Administrator role in SkillsDB
  • Access requirement: A SkillsDB page that supports filtering, sorting, or display configuration — the Save View button only appears when the current page has active filters

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The Save View Button

The Save View button lives in the page header area of admin-accessible pages and opens the save dialog. The button has two conditions for visibility:
ConditionEffect
User is an administratorRequired — non-admin users never see the button
The current URL has active filters or sort parametersRequired — the button only appears when the page state differs from its defaults
Once both conditions are met, a Save View button with a layered-pages icon appears in the page header. Selecting it opens the Save as Page modal.
Note: If you are an admin on a page with no filters or sort applied, the Save View button does not appear. Apply at least one filter or change the sort, and the button becomes visible.

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Creating a Saved View

1

Apply the state you want to share

Navigate to the page you want to save. Apply the filters, sort, column selections, and display settings every targeted user should see when they open the view.
2

Open the Save as Page modal

Select the Save View button in the page header. The Save as Page modal opens.
3

Enter a display name

Type a display name in the name field. The display name is what users see in the sidebar under the parent page, so choose something that clearly describes the view’s purpose — for example, Overdue Training or Field Engineers — California.
4

Choose an audience

Select one of the two audience options:
OptionWho sees the saved view
All PeopleEvery user in the company
Select GroupsOnly users in the business units, divisions, departments, teams, sites, shifts, cities, states, countries, or business regions you choose
For Select Groups, an org structure picker appears. Select one or more groups; SkillsDB shows a live count of the users your selection will target.
5

Save

Select Add Page. SkillsDB creates the saved view and displays a success toast — “Page saved for all users” or “Page saved for targeted groups.” The view appears as a sub-page under the parent in the left navigation the next time targeted users load the app.
Warning: Saved views appear in the sidebar for targeted users immediately on their next navigation. Users cannot hide or remove a saved view that was targeted to them — only an administrator can delete it. Confirm the audience and naming before selecting Add Page.

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Using a Saved View

Once a saved view is created, it appears as an indented sub-page beneath its parent page in the left navigation. Select the view to load the parent page with all of the saved filters, sort order, columns, and display settings pre-applied. Because saved views store URL parameters plus extended display state, they preserve configurations that would otherwise reset on reload — such as column widths, chart type selections, and grade tab selections.
Note: Underlying data in the page (the list of people, skills, grades, training records) remains live and current. The saved view only fixes the filter and display configuration — not the content that meets those criteria.

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Managing Saved Views

Administrators have a dedicated settings page for reviewing and removing saved views across the organization. To open the management page:
  1. Navigate to Settings from the gear icon or settings menu.
  2. Select Saved Views.
The page has two tabs:
TabWhat it shows
Saved PagesAll saved views across the company, grouped by parent page. Each row shows the display name, the parent path, targeting (All People or a list of selected groups), and actions to open in a new tab or delete.
Saved DefaultsThe default page state configured for each page (what users see when they first navigate to a page with no saved view selected). Each row can be reset to restore the system default.
Use the search bar to filter by display name or path. Use the type filter to show only company-wide views, only population-targeted views, or all views.

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Removing a saved view

1

Open the saved views page

Navigate to Settings > Saved Views and select the Saved Pages tab.
2

Find the view

Use the search bar to locate the view by display name, or scroll the list grouped by parent path.
3

Remove

Select the trash icon on the row. A confirmation dialog opens. Confirm to remove the view.
Removing a saved view removes it from the sidebar for every targeted user immediately. This action cannot be undone.

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Common Questions

No. Saved views are an administrator-only feature. Standard users and managers cannot create or delete saved views. If you are not an admin and want a named configuration for yourself, create a personal Favorite instead — personal favorites are available to every user.
A saved view captures the page path, all active URL parameters (filters and sort), and extended display state the page tracks internally — such as column visibility, column widths, chart type, grade tab, and display mode. When a user opens the saved view, SkillsDB restores all of these elements.
Saved views are not updated in place. To change a view, delete the existing entry from Settings > Saved Views, re-apply the updated state on the page, and save it again with the same display name. Users who had the old view in their sidebar will pick up the new one on their next navigation.
Both features save a page state and create a sidebar entry. A favorite appears in a dedicated Favorites section at the top of the sidebar and can be created by any user. A saved view appears as a named sub-page nested under its parent page and can be created only by administrators. Favorites are personal or company-wide shortcuts; saved views are admin-curated, optionally group-targeted, permanent sub-pages. See Favorites for more detail.
A saved view is a named configuration that appears as a sub-page in the sidebar — users choose when to open it. A saved default is the configuration a page loads with automatically when a user first visits it, before any view is selected. Saved defaults live alongside saved views in Settings > Saved Views but are managed on their own tab.
Two conditions must be met for the Save View button to appear. First, you must be an administrator — non-admins never see the button. Second, the current page must have at least one active filter or sort applied. If the URL is a clean default page with no parameters, the button is hidden. Apply a filter or change the sort and the button becomes visible.
The Save View button appears on any admin-accessible page that supports filtering, sorting, or display configuration and currently has active filters — including Team > People, Team > Skills, Skills Matrix, and other data-heavy pages. Static or read-only pages with no configurable state do not support saved views.
Select Groups uses an intersection model across dimensions. Selecting Department: Engineering and Site: London targets only users who are in the Engineering department AND assigned to the London site. SkillsDB displays a live user count as you change selections so you can confirm the audience before saving.

Favorites

Pin any page to the dedicated Favorites section of the sidebar — personal or admin-curated

Analytics & Reporting

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

Search

Apply filters in search and save the 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.