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Save Your Filters as a View

Product Team
Updated

Released November 13, 2025

When to save your filters

If you find yourself frequently reuse the same asset filters to check inventory, prep devices for deployment, and surface devices with issues. Or, wanting to quickly check stock levels of specific devices in different warehouses, Saved Filters enables you to store and quickly re-apply filters on the Assets page, reducing clicks and improving operational speed.

Creating Saved Filters

Create a new view

  1. Click the +  button on the Assets page

    click create.jpeg
  2. Give your view a unique name (up to 50 characters)

    name view.jpeg
  3. Click Save and a fresh clone of the All devices view is created
  4. Apply the filters you want to save

    add filters.jpeg
  5. Click Update to save your filter criteria to the view

    save view.jpeg

Important: Always create the view first, then add filters and update. If you apply filters before creating a view, those filters will not be saved when you click "+ Add".

Hint: If your view "disappears" check the All views dropdown and pin it so that it is readily available. 

Create a new view from Clone

  1. Start with an existing view, (except All)
  2. Click the three-dot menu, or the Clone icon

    clone.jpeg
  3. Select Clone to create a copy
  4. Modify the filter criteria in the duplicated view
  5. Click Update to save your changes

What Gets Saved

Saved filters capture:

  • All active filter conditions on the Assets page
  • Your specific filter criteria (status, device types, locations, etc.)

Note: Search terms and sort order are NOT saved - filters focus on repeatable filter configurations only.

Pinning Views

Quick Access with Pins

  • Pin up to 5 saved filters for fastest access
  • Pinned filters appear as tabs at the top of the Assets page
  • Drag and drop to rearrange pinned filters in your preferred order

    pin views.jpeg

Default Views

Three default views are always available:

  • All - Shows all assets (fixed position)
  • Ready to deploy - Assets with "In Inventory" status (can be unpinned/rearranged)
  • Needs attention - Assets requiring action: Activation Locked, Recovery Locked, HOLD, MDM Locked, device issues, or pending quote approval (can be unpinned/rearranged)

Managing Saved Filters

Update Existing Filters

  • Select a saved filter
  • Modify the filter criteria
  • Click Update to save changes to the existing filter

Rename Filters

  • Click the three-dot menu
  • Select Rename and enter a new name

Delete Filters

  • Click the three-dot menu
  • Select Delete and confirm
  • Note: Deletion cannot be undone

View All Saved Filters

  • Click All views to see your complete list
  • Search by name to quickly find specific filters
  • Manage pins, rename, or delete from this view

Limitations

  • Maximum 100 saved filters per user
  • Maximum 5 pinned filters at a time
  • Filter names must be unique (case-insensitive)
  • Default views cannot be renamed or deleted
  • Changes are personal to your account (not shared with other users)
  • You may share your filters with another user in your organization via URL, but they will need to manually create their own saved view
     

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