Save and switch between column views

How to get there: Click All Posts or Users in the sidebar → use the View dropdown next to the Columns button at the top right of the list.

Admins often need very different columns depending on what they're doing. The sales team wants MRR and plan type, support wants last login and groups, the bug triager wants severity and reported-by. Rather than re-checking the same boxes in Columns every time, save the current column layout as a named view and switch between them in one click.

This works on both:

  • All Posts -- columns, column order, and any voter-segment percentage columns.
  • Users -- columns and custom user field (segment metadata) columns.

Saving the current layout as a view

  1. Open All Posts or Users.
  2. Pick the columns you want via Columns (and reorder them by drag handle on All Posts).
  3. Click View next to the Columns button.
  4. Click Save current as view….
  5. Enter a name (e.g. Sales, Support, Bug triage, Roadmap planning).
  6. Click Save.

The view is now stored on the portal, so any admin on the portal sees the same set of views.

Switching between views

  1. Click View.
  2. Click the name of the view you want.

The column selection, column order, and segment columns all switch to match. The button label updates to View: {name} so you can see which one is active.

Updating an existing view

To overwrite a view with the current column layout:

  1. Load the view (so its name shows up in the button).
  2. Adjust the column selection via Columns.
  3. Open View → Save current as view….
  4. Keep the same name and click Save.

The view is overwritten with the latest layout.

Deleting a view

In the View dropdown, click the small x to the right of the view's name. Confirm the deletion. The view is removed for everyone on the portal.

What is saved (and what isn't)

A view captures column layout only:

  • Which columns are visible
  • The column order (All Posts)
  • Which voter-segment percentage columns are visible (All Posts)
  • Which custom user fields are shown as columns (Users)

A view does not capture filters, sorting, or the search box. To save a filter combination, use Saved queries and filters instead. You can combine a view (for the columns) with a saved query (for the filters) to get a fully tailored workspace per role.