Custom dashboard views

A custom view is a saved bundle of dashboard settings (your current filters plus the compare-to period) packaged into a single entry you can apply later in one click. Use views to skip the repeat work of re-applying the same filter set every Monday morning ("Q2 German team, last month vs prior month"), or to hand off a specific cut of the data to a colleague before a meeting. This page covers the full lifecycle of a custom view: creating, applying, editing, renaming, deleting, and sharing.

Note: Custom views apply to the CRM Dashboard, a residential surface. Commercial accounts don't have a dashboard, so custom views appear on residential accounts.

Before you start

• You need access to the CRM Dashboard. Custom views are available to admins with dashboard access. If you can open the dashboard, you can save and apply views.
• Saved views are per-user. Each admin in your workspace has their own list of saved views. To hand a cut of the data to a colleague, share a link rather than a library.
• Custom views customise filters and the compare-to period. The KPI tiles and chart cards on the dashboard are the same for everyone. A view stores your filter set and compare-to setting.

What gets saved into a custom view

A custom view stores:

• Filter set. Every dimension on the filter bar at the moment you save: aggregation level, time range, users, teams, lead source, tags, exclude tags, the with-archived toggle, and the free-text search.
• Compare-to period. Whether compare-to is on, which preset (previous period / same period prior year / custom), and the custom-window dates if applicable.
• A name you give it (e.g. "Q2 German team, last month vs prior month").

The KPI tiles, tile order, and chart-card sort orders load at their defaults each time, the same for everyone. Any drill-down you had open loads fresh too, so a view applies cleanly.

Save the current view

1. Open the CRM Dashboard.
2. Use the filter bar to set the filters and compare-to period you want to preserve.
3. In the filter bar, find the saved-view picker (typically a dropdown near the time-range / compare-to controls).
4. Click Save current view.
5. Provide a name. Be specific enough that you'll recognise it three months from now. "Q2 German team, last month vs prior month" beats "my view".
6. Click Save. A new view is created with your filter state and the name you entered, saved to your own list.

The view now appears in your saved-view picker. You can apply it any time without re-setting filters.

Pro tip: Name views by time slice + audience + comparison ("Q2 / Germany / Last month vs prior month") rather than by gut feel ("Latest"). Future-you, after building up a dozen views, will thank present-you.

Apply a saved view

1. Open the saved-view picker in the filter bar.
2. Pick the view from the list.
3. Filters and compare-to apply immediately. The page link updates to match the applied view, which is useful if you want to share it later.

The view is applied for this session. If you tweak a filter after applying, the dashboard shows your tweaked state while the saved view itself stays put. To preserve the tweak, see Edit a saved view below.

Edit a saved view

A saved view is a snapshot of filter state. To change what it represents:

1. Apply the view (see Apply a saved view above).
2. Modify any filter or compare-to setting in the filter bar.
3. Open the saved-view picker again. Two options surface:
   • Save changes. Overwrites the existing view's filter state with your current state. The name stays the same.
   • Save as new view. Creates a fresh view with a new name, leaving the original intact.

Pick Save changes when the view's purpose hasn't shifted (you're tightening the filter, not redefining the view). Pick Save as new view when you're spinning off a variant ("Q2 German team, but with Wallbox-only filter on top").

Note: Save changes replaces the previous filter state right away, and saved views keep only their latest state. If you're unsure, save as new first, then delete the old one once you confirm the change is right.

Rename a saved view

Renaming flows through the same edit path:

1. Apply the view.
2. Open the saved-view picker.
3. Click the rename affordance (often inside a per-view context menu, three-dot or right-click) and edit the name.
4. Save.

If your version of the picker doesn't expose a direct rename, Save as new view with the new name, apply that, then delete the old view. Same end-state.

Delete a saved view

To remove a view from your saved-view list:

1. Open the saved-view picker.
2. Find the view you want to delete.
3. Click the delete affordance (typically a small × on hover, or a delete item in a context menu).
4. Confirm.

The view leaves your list. A link you shared earlier still opens the same filter set, because the link carries the filter state itself (see Share a view via link below).

Pro tip: Don't be precious about saved views. If a view stops matching your reporting cadence (your team grew, the filter dimensions changed), delete it and save a fresh one. A short, current list of views beats a long, stale one.

Share a view via link

Sharing a custom view shares a link with the filter set built into it, not the saved view itself. Anyone with dashboard access who opens the link lands on the same filter set, without needing the view saved on their side.

1. With the filter set and compare-to applied (whether or not it's a saved view), find the Copy view link button (typically next to the saved-view picker).
2. Click. The link, including all filter state and the compare-to window, copies to your clipboard.
3. Paste the link into your message (email, chat, the meeting agenda).
4. The recipient clicks and the dashboard loads with the same filter applied, provided they have dashboard access. The view isn't saved on their side; it's a session-only application of the filter set.

What the recipient sees

• Same filter set. Users, time range, lead source, tags, compare-to period, and the rest.
• Same compare-to window, including custom-window dates if you used them.
• Their own KPI values when their access is narrower than yours. An admin scoped to a specific country sees their slice of the data: the filter applies, and their access scope still sets the boundary.
• A session-only view. They can save the applied filter as their own view if they want to keep it.

Note: A view link works for any admin with dashboard access. Open shared links in the web app, where the dashboard lives, rather than in the Mobile App.

Things to know

• The dashboard re-computes on every filter change. Each filter tweak refreshes the numbers. Applying a saved view skips the re-tweak and refreshes the dashboard in one step.
• Custom compare-to windows are saved as you set them and stay on the dates you picked; they don't roll forward automatically.
• "With archived" defaults to off. A view saved with archived data excluded keeps archived requests out when applied. Re-save the view to flip the toggle if your reporting convention shifts.
• The picker stays comfortable up to roughly 15 views. Beyond that it gets busy to scroll, so prune views you haven't applied in a quarter.
• Saved views stay private to the admin who owns them. Other admins in your workspace don't see them.
• Views belong to the admin who created them. When that admin is removed from the workspace, their views go with them. Any other admin can recreate the same filter combinations as their own views.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include a screenshot and the link where it happened in your support email.

Last updated on August 4, 2026