Saved Views let you customize how data appears in Alvys grids and save those configurations for quick access later. Instead of manually re-applying filters, sorting, and column arrangements every time you switch tasks, your company can create views that remember your preferred setup and switch between them with a single click.

Saved Views in Alvys come in three types, each serving a different purpose. Understanding these types helps you know what you can create, edit, and share.

These are out-of-the-box views provided by Alvys and available to every tenant. For the Drivers List, these include views like "All," "Active," and "Inactive." Global views cannot be edited or deleted. However, you can use a global view as a starting point: apply changes to it and then save your changes as a new custom view.

Every user can create one personal saved view per grid page called My View. This view is private and only visible to you. It allows you to save a custom name, icon, column arrangement, filters, and sorting that fits your individual workflow.

Tenant views are created by Admins and are shared with everyone in your organization. They are ideal for standardizing how your team sees data, such as creating an "Endorsement Expirations" view on the Drivers List that highlights drivers with expiring endorsements or a saved view for Open Trips within a certain radius on the Dispatch Planner. . All users can see and apply tenant views, but only users with Write permissions can create, edit, or delete them.

When you create or update a saved view, the following grid settings are captured and stored:

Every user can create one personal saved view per grid page. This view is visible only to you and is ideal for capturing the column layout, filters, and sorting you use most in your daily work.

Navigate to a page that has Saved Views (Drivers List, Trucks List, Trailers List, Dispatch Planner, Claims Report…more coming soon!).

Set up the grid the way you want it: rearrange columns, apply filters, adjust sorting, pin columns, and resize columns as needed.

Click Save in My View from the drop down button in the views bar at the top of the grid.

Your My View now with that saved configuration and will persist.

Views appear as selectable chips at the top of the grid. Click any chip to instantly apply that view's column layout, filters, and sorting. The grid updates immediately without a page reload.

If the views bar runs out of space, excess views are accessible from a "+ More" dropdown, organized alphabetically. Views always display in this order from left to right: Alvys-Defined (Global), User-Defined (Personal), then Tenant-Defined (Shared).

If you change a filter, sort, or column arrangement while a saved view is active, the view's chip will show a "Modified" indicator that is a red dot. This tells you the current grid state differs from what the view originally saved.

From the modified state, you can:

Save Changes — overwrite the current view's saved state with your changes (only for views you have permission to edit).

Set as default — this view becomes the default view that you land on every time you navigate to the page

Reset — click to discard your changes and restore the view to its saved state.

Save as New View — save the current configuration as a new view (if you have write permissions for tenant views).

Tenant-Defined (Shared) Views are created by Admins and Partner Admins and are visible to every user in your organization. They are the primary way for Operations Managers and Business Owners to standardize how their teams see and interact with data in Alvys.

Only users with Write permissions for Saved Views can create, edit, and delete tenant views. By default, this includes Admin and Partner Admin roles.

Navigate to the page that has Saved Views and configure the grid with the columns, filters, and sorting you want to standardize for your team.

Click + button in the views bar.

Enter a descriptive name (up to 30 characters) and choose an emoji or icon.

Click Save. The view is now available to all users in your organization.

Admins can duplicate a view, edit the icon and/or name of the view, delete it entirely.

All users can make add filters, sorting or rearrange columns of a tenant saved view and then click “Save in My View” for it to become My View. Note that this will not save/persist in the tenant saved view.

Tenant views are visually distinct from personal views in the views bar, making it easy to tell at a glance which views are shared across your organization and which are personal to you.

By default, Alvys-Defined views appear first, followed by My View and then tenant saved views. You can, however, rearrange the order in which the tenant saved views appear in the bar. Simply drag and drop the view to arrange the order in which you want them to appear.

The same capabilities will roll out to additional grid pages across Alvys. The experience will be identical: the same views bar, the same create/edit/delete workflows, and the same permission model.

Each page will ship with its own set of Alvys-Defined (Global) views tailored to common workflows for that data type. You will also be able to create personal and tenant views on every page, just like on the Drivers List.

How many personal views can I create?

Each user can create one personal saved view per grid page. If you need additional views, ask your Admin to create tenant-level shared views.

Can I share my personal view with my team?

Personal views are private and cannot be shared. If you'd like to share a view configuration, ask an Admin to recreate it as a tenant-level shared view.

What happens if an Admin deletes a tenant view I'm using?

If a tenant view is deleted while you're actively using it, the grid will revert to the default Alvys-Defined view.

Why can't I create a tenant view?

Creating tenant views requires Write permissions for Saved Views, which is available to Admin and Partner Admin roles. If you need this capability, contact your organization's administrator.

Can I save a view with the same name as an existing one?

No. Alvys validates view names for uniqueness within the same scope (personal or tenant). You'll be prompted to choose a different name if a conflict is detected.

Will my currently persisted view carry over to the new pages?

Saved Views are built on our new platform. As grid pages are updated, Saved Views will become available on those pages. Views created on one page do not transfer to another page.

Does switching views reload the page?

No. Switching views updates only the grid state (columns, filters, sorting) without triggering a full page reload. The transition is instantaneous.

Why can’t a save views for both tables in the dispatch planner?

To start, only the table on the top of the page will have saved views. You can saved views specific to if you have Trips or Drivers selected for the top table.