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Sell screen: Saved views

Personalize the tables on the sell screen so they show the columns and filters that matter to you.

Written by David Lorbiecke

A saved view lets you decide which columns are visible, what filters are applied, and how the list is sorted. Save the combinations you use regularly and switch between them with a single click, instead of setting them up again each time.

Saved views are individual. They aren't shared with the rest of the account.


Saved view

When you save a view, Katana remembers:

  • The set of columns currently visible (including any custom field columns added)

  • Column order

  • All active filters on those columns

  • The sort applied to the grid (single or multi-column)


Saving a view

  1. Go to the Sell screen.

  2. Set up the grid however you want (add or remove columns, apply filters, sort by the columns that matter).

  3. Click Save view above the grid.

  4. Give the view a name.

  5. Click Save.


Switching between views

Click the views switcher above the grid to see your saved views. Click any view to apply it.

When you switch views, the grid updates immediately — columns, filters, and sort all change to match the saved view.


Updating an existing view

If you've edited a table and want to update the active view:

  1. Make changes to the columns, filters, or sort.

  2. Open the views switcher.

  3. Click Save changes.

The view is overwritten with the new configuration.

If you want to keep the original and save the new setup as well, use Save view to create a new view instead of updating.


Renaming a view

  1. Open the views switcher.

  2. Click the edit icon next to the view name (or right-click the view name, depending on your client).

  3. Type the new name and confirm.

The view's columns, filters, and sort don't change, only the name.


Deleting a view

  1. Open the views switcher.

  2. Click the delete icon next to the view you want to remove.

  3. Confirm.

Deleted views are gone — there's no undo and no recovery. If you delete a view by mistake, you'll need to recreate it manually.


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