Saved Views: Keep the Filter Sets You Use Often
Saved Views
Section titled “Saved Views”Most cost questions are asked repeatedly. The same account, the same window, the same grouping, every Monday. Saved views exist so you do not rebuild that filter set each time.
Xplorr has two separate mechanisms with similar names. They behave differently and it is worth knowing which one you are using.
Organization saved views
Section titled “Organization saved views”These live on the server, appear on the Saved Views page, and can be shared with your whole organization. They are a pro plan feature.
A view records a name, an optional description, the page it belongs to, and the filters and layout to restore.
Views can belong to any of these pages:
- Cost analysis
- Recommendations
- Inventory
- Comparison
- Forecast
- Unit economics
Who sees what
Section titled “Who sees what”| Your own views | Shared views | |
|---|---|---|
| Visible to | Only you | Everyone in the organization |
| Created by | Any member | Any member |
| Shared by | Admins only | Admins only |
| Edited or deleted by | You, or an admin | The creator, or an admin |
A view is private to its creator until an admin shares it. Members can create views but cannot make them organization wide, which keeps a shared list from filling up with half finished experiments.
Managing views
Section titled “Managing views”On the Saved Views page you can filter by page type, then for each view:
- Open it, which takes you to the page the view belongs to
- Pin or Unpin it. Pinned views sort to the top.
- Share or Unshare it, if you are an admin
- Delete it
Deleting a shared view removes it for everyone in the organization, and the confirmation says so.
Creating them
Section titled “Creating them”Organization saved views are created through the Xplorr API rather than from a button in the console. That makes them useful for teams who want to define a standard set of views programmatically, for example one per team or per environment, and have them appear for everyone.
See the API reference for the views endpoints.
Cost Analysis saved views, stored in your browser
Section titled “Cost Analysis saved views, stored in your browser”The Cost Analysis page has its own lightweight save, which is the one most people meet first. Click Save view, give it a name, and it appears in the Saved views dropdown on that page.
These are different in every important way:
- They are stored in your browser only. They never reach the server.
- They are not shared, cannot be shared, and do not appear on the Saved Views page.
- They will not follow you to another device or another browser, and clearing site data removes them.
- They capture that page’s own controls rather than a full filter set.
Use them for personal convenience on the Cost Analysis page. Use organization saved views for anything that needs to outlive your browser profile or be seen by a colleague.
Which to use
Section titled “Which to use”| If you want to | Use |
|---|---|
| Flip quickly between your own Cost Analysis setups | The browser saved views on that page |
| Give your team a standard view everyone opens | Organization saved views, shared by an admin |
| Keep a view across devices | Organization saved views |
| Define views programmatically | Organization saved views, through the API |
Troubleshooting
Section titled “Troubleshooting”“No saved views yet”
None exist for your organization yet, and none have been shared with you. Views created through the API appear here.
My Cost Analysis views disappeared
They are stored in the browser. A different browser, a different device, a different profile, or cleared site data all explain it. Nothing was deleted on the server, because they were never there.
I cannot share a view
Only admins can share a view with the organization.
I cannot delete someone else’s view
Only the creator and admins can.
The page says saved views need a different plan
Organization saved views are a pro plan feature. The browser level saves on Cost Analysis are not affected.
Are shared views editable by everyone? No. Sharing makes a view visible to everyone, but only the creator and admins can change or delete it.
Does pinning affect other people? Pinning changes the sort order of the list. For a shared view, it applies to that view for everyone who can see it.
Can I have a default view? There is no default view selection. Pin the ones you use most so they sort to the top.
Related guides
Section titled “Related guides”- Cost Allocation and Tags for the filters worth saving
- API Reference for the views endpoints
- Team Management for who holds the admin role