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Create a saved view

Documentation

‣
Getting Started
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What is Orbit?
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Understanding the Orbit Model
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Orbit Glossary
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Workspaces
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Create an Orbit workspace
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Invite a teammate
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Enable SSO (Single Sign-On)
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Demo mode
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Members
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Intro to members
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View an individual member
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Preview a member
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Explore members via the members tab
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Add a member
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Edit a member
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Merge duplicate members
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Delete a member
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Add a tag to a member
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Add, edit, and delete notes on a member
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Add an activity to a member
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Mark profile as a teammate
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Send member to a webhook
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Activities
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Create an activity type
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Intro to activities
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Organizations
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Intro to organizations
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View an individual organization
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Identify an organization as a customer
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Reports
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Create a custom dashboard
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Drill down into reports
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Quickly build an activities chart
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Understanding sentiment analysis
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Automations
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Automations [deprecated]
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Webhooks
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Set up a manual webhook
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Workflows
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Slack notifications
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Set up an automated webhook
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Productivity
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Member lists
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Tags
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Manage tags
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Create a saved view
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Share a saved view
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CSV import for members and activities
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Using filters on the members tab
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Using filters on the activities and reports tabs
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Keyboard shortcuts
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Search
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Integrations
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All possible data integrations with Orbit
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DEV integration
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Discord integration
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Discourse integration
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GitHub integration
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HubSpot integration
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inSided integration
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LinkedIn integration
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Reddit integration
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Salesforce integration
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Slack integration
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Stack Overflow integration
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Twitter integration
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Twitter keywords integration
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YouTube integration
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Zapier integration
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Twitter DMs integration
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Tools
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Stripe Dashboard application
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GitHub Chrome extension
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Slack App
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Orbit API
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API tokens
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FAQ
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How are historic Discord imports handled after initial set up?
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How can I filter members to only see those with notes added?
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How does member enrichment work?
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Is test data available to try in Orbit?
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What activities are tracked by each integration?
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What can I do if I imported a CSV with incorrect column headers?
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What's the difference between Activities and Tags?
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Why am I no longer designated as a teammate?
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Why are there differences between member counts on Orbit and Discord?
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Why can't I see the Plug & Play integrations?
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Why is my CSV file not importing?
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Will uninstalling an integration remove activities from Orbit?
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How is the new members table different from the old members table?

Create a saved view

Saved views are a tool you can use to more easily pull up the data you care about on a specific page in your workspace. Think of saved views as a shortcut that tailors your workspace more to your needs!

You can use saved views to:

  • Quickly view potential ambassadors and prospective customers
  • Look at what key activities are happening in your community (and who is doing them!)
  • and much more!

What types of saved views can I make?

Currently, you can make saved views on the Members tab and the Activities tab. We’ll walk you through how to create one at each of these locations.

Create a saved view on the Members Tab

Saved views can be found at the top of the members table.

Saved views at the top of the members table
Saved views at the top of the members table

After you select the filters you’d like on the members table, click the Save button next to the Saved Views dropdown.

The save button is located at the top of the members table
The save button is located at the top of the members table

This will open a modal where you can set up your saved view. Give your saved view a name. Then set whether you want it to be a personal view (only viewable by you), or a shared view (viewable by everyone in your workspace). Press Save View when you’re done.

The Save New Members View modal
The Save New Members View modal

Once you’ve made your saved view, you will see it in the Saved Views dropdown at the top of the members table.

The new saved view is in green on the right side of the members table header.
The new saved view is in green on the right side of the members table header.

Create a saved view on the Activities Tab

Saved views on the activities tab are found in the top right corner of the page

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To create a new filter, click the Filters button and select the filters you’d like to use. Once you’ve selected your filters, click Save as New at the bottom of the Filters modal. This will open a modal where you can set up and save your new saved view.

If you’d like to edit your saved view’s filters click the saved view dropdown, and hover over the saved view you’d like to edit. You should see button appear. Click it, and then select Edit View Filters from the menu.

The saved views menu
The saved views menu

After you update the filters to your needs, you will see two save options:

  • Save Changes will save these changes to your selected saved view
  • Save as New will allow you save these changes as a completely new filter.

Choose the one you’d like to use.

The filter modal with your two save options
The filter modal with your two save options

How can I edit my saved view?

There are a few things you can edit in your saved view. You can edit:

  • the name
  • view permissions

Edit a saved view’s name

To edit a saved view’s name, find the saved view in the dropdown, click the […] button, and select Edit Saved View from the menu. This will bring up a modal where you can update the name of the saved view.

Edit a saved view’s permissions

To edit a saved view’s name, find the saved view in the dropdown, click the […] button, and select Edit Saved View from the menu. This will bring up a modal where you can update the view permissions of the saved view to Shared or Personal

How can I delete my saved view?

Go to the saved view in the dropdown, click the […] button and then click Delete Saved View.

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