> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxworks.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Views & Table Customization

> Save filter, sort and search combinations as reusable view tabs on the Calls, Batches, Contacts and Lists tables, and keep them up to date with Save View and Update View.

## 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.

***

## 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.

| Table    | Where to find it                                                    | Create new views | Update existing views |
| -------- | ------------------------------------------------------------------- | ---------------- | --------------------- |
| Calls    | **Call Log** in the sidebar                                         | Yes              | Yes                   |
| Batches  | **Batch Scheduler** in the sidebar                                  | Yes              | Yes                   |
| Contacts | **Contacts** in the sidebar                                         | Yes              | Yes                   |
| Lists    | Lists page (reachable from the Contacts list panel and batch flows) | Not yet          | —                     |

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.

***

## 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.

### Operators by column type

The operators offered depend on the column's data type:

| Column type       | Operators                                                                    |
| ----------------- | ---------------------------------------------------------------------------- |
| Text              | contains, not contains, starts with, ends with, is, is not, empty, not empty |
| Dropdown (select) | contains, not contains, empty, not empty                                     |
| Date              | between, before, after, empty, not empty                                     |
| Number            | is, is not, less than, greater than, empty, not empty                        |

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**.

***

## 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](/calls/statuses).

**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.

***

## 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.

***

## 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.

***

## 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.

***

## Next Steps

* [Call Log & History](/calls/history) — the Calls table where saved views are most useful day to day.
* [Call Statuses & End Reasons](/calls/statuses) — what each Status and End Reason filter value means.
* [Batches Overview](/batches/overview) — monitor outbound batches with the same view tabs.
* [Contacts Overview](/contacts/overview) — filter, tag and segment your contact records.
