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What are Saved Views?

A saved view is a named combination of filters, sorts and a search query that you store as a tab on a table. Instead of rebuilding the same filter set every time you open the Call Log — “completed outbound calls for the spring campaign, newest first” — you set it up once, click Save View, and it appears as a tab beside All. Selecting the tab re-applies everything in one click. Saved views are stored against your team account and are specific to the table they were created on: a view saved on the Calls table appears only on the Calls table.

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Where Views Appear

The major data tables in Voxworks share the same header layout: a row of tabs (starting with All), a search control, filter and sort menus, a refresh button, a download button and the page’s action buttons. The Lists table includes the full filter, sort and search toolbar, but saving new views on it is not yet supported — clicking Save View there shows “Please select a saved view to update”, and editing filters while a view is selected returns you to the All tab.

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Filtering, Sorting and Searching

These controls sit at the right of the tab row on every table:
  • Search (magnifying-glass icon) — opens a Search… box that narrows rows as you type. On the Calls table, search matches the contact name, call type, batch name, script name, status and end reason. Clicking the X clears the search and closes the box.
  • Add Filters (funnel icon) — opens the filter builder. Each row is a condition: pick a column, an operator, and a value. Use Add filter for more conditions, then Apply filters. Conditions combine with AND — a row must match every condition. Each column can be used in only one condition at a time.
  • Add Sorting (arrows icon) — works the same way: pick a column and a direction, Add sort for tie-breakers, then Apply sorts.
Applied conditions appear as removable badges below the toolbar — for example Status contains "Completed" or Call Time descending. Click the X on a badge to remove that condition, or Clear all to remove everything at once.

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Operators by column type

The operators offered depend on the column’s data type: Date operators open calendar pickers — between asks for a From date and a To date, while before and after take a single date. The Environment column on the Calls table is a special case: it offers only is and is not.

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Filterable Columns by Table

Calls — Contact, Type (Inbound / Outbound), Batch, Script, Call Time (date), Duration (seconds), Cost (cents), Status (Scheduled, Completed, Voicemail, Dropout, Hang Up, Rang Out, Failed, Queued), Environment (Live / Test), Success Evaluation, User Rating, End Reason. Contact, Batch and Script dropdowns are populated from your own data. Statuses and end reasons are explained on Call Statuses & End Reasons. Batches — Batch Name, Call Script, Scheduled Time (date), Total Calls, Remaining Calls, Status, Percent Complete. The Call Script and Status dropdowns are populated from your own batches. Contacts — Name, Phone Number, Email, Address, Age, Gender (Male, Female, Other, Not Specified), Location, Company, Last Contacted (date), Status (Active, Inactive, Pending, Blocked), Tags (populated from your tags), Calls. Lists — List Name, Contacts Count, Completed Batches, Created Date, Latest Batch Time.

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Save vs Update

The save button in the badge bar changes behaviour depending on which tab is active:
  • On the All tab the button reads Save View. Clicking it asks for a view name and creates a new view containing your current filters, sorts and search query. On the Contacts table this opens a Save View dialog with a View Name field (up to 50 characters); on Calls and Batches you type the name into a simple prompt. The new view is saved, its tab appears in the tab row, and it becomes the active tab immediately.
  • On a saved view tab the button reads Update View. Clicking it overwrites the view’s stored filters, sorts and search query with whatever is currently applied. The button stays disabled until you actually change something, so you can’t accidentally re-save an unchanged view.
Changes you make while a saved view is active are not stored automatically — tweak the filters all you like, and the saved definition stays untouched until you click Update View. Switching away and back restores the saved definition.

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Switching and Deleting Views

  • Switching to a saved view tab applies its stored filters, sorts and search query, replacing whatever was on screen. The search box repopulates with the view’s saved search text.
  • Switching to All clears every filter, sort and search and shows the full table.
  • Deleting a view — while a saved view is active, a red bin icon (Delete View) appears at the right of the badge bar. You’re asked to confirm before the view is removed. If you delete the view you’re currently on, the table returns to the All tab with filters cleared.
Filters, sorts and searches applied on the All tab are temporary — they reset when you leave the page. If you want to keep a working filter set, save it as a view.

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Stale-Column Stripping

Table columns evolve over time — a column you filtered on months ago may no longer be filterable today. On the Calls table, when a saved view loads, any stored filter or sort condition that refers to a column no longer available is silently dropped, so old views keep working instead of erroring. The remaining conditions apply as normal. The stripped conditions are only removed from the on-screen state at first; the saved definition still contains them until you click Update View, at which point the cleaned-up set is written back permanently.

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Next Steps