Custom views

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What this page is for

A custom view is a saved, reusable preset of one of the app’s main tables. Instead of re-applying the same filters and columns every time you open a table, you set it up once, name it, and reopen it in one click. A view captures a named combination of:

• Filters — which records show.
• Columns — which fields you see.
• Grouping — how rows are bundled.
• Sort — the order rows appear in.

Views turn the way you work into something you can return to and, if you like, share with your team.

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View types

Every custom view is built on one of three tables: You pick the type first, because it determines which filters and columns are available.

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Private vs shared, and favorites

Every view is either:

• Private — listed under “Your own views,” visible only to you.
• Shared — visible to your whole company, so a view one planner builds can become a team standard.

Separately, you can mark any view a favorite by starring it. Favorites appear in your sidebar for quick access, and they’re per-user — starring a shared view puts it in your sidebar without affecting anyone else’s. You can create, edit, and delete views at any time.

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Step by step: build a view

1. Pick the type — Purchase Orders, Work Orders, or Inventory per Product.
2. Set the filters so only the records you care about show.
3. Choose the columns you want visible, and hide the rest.
4. Group and sort the rows the way you read them.
5. Save the view with a clear name, and decide whether it’s private or shared.
6. Favorite it (star) so it lands in your sidebar for next time.

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Example

A planner who reviews overseas purchases every Monday builds a Purchase Orders view filtered to one region’s suppliers, with the ETA and Open-quantity columns showing, grouped by supplier and sorted by ETA. They save it as “Monday import review,” share it with the team, and star it. Now it’s one click every week — and a teammate covering for them has the exact same view.

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Reports

The Custom Views page also links to Spherecast’s pre-built analytics — ready-made reports you don’t have to configure:

• Planning overview — the aggregate, time-phased view of the whole plan.
• Inventory metrics per product — the product-level triage list.
• Cash Requirements — projected cash outflow to suppliers.
• Supplier spend — historical realized spend per supplier.

Tip: Build a private view first to get it right, then share it once it’s earning its keep — that way the team list stays full of views people actually use. Star the two or three you open daily so they’re always in your sidebar.