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How Do I Save a Filtered View for Later Use?

Updated over a week ago

If you frequently apply the same filters or column settings in the Inventory table, Tightly allows you to save custom views for quick access later. These views can be reused, renamed, or deleted at any time.

Step 1: Customize Your View

  1. Go to Manage > Inventory.

  2. Use the filter panel to apply your preferred filters (e.g. supplier, lead time, tags, health status).

  3. Click Manage Columns to select which columns you'd like visible.


Step 2: Save the View

  1. Once your table is configured, click the Save as New View button at the top right of the table.

  2. Give your view a name and save it.

Your saved view will appear as a tab above the table, next to “Products (Default)”.


Managing Saved Views

You can rename, duplicate, or delete a saved view at any time:

  1. Hover over the any view.

  2. Click the three-dot menu.

  3. Choose Rename, Duplicate, or Delete from the dropdown.


Tip

Saved views are especially useful for:

  • Replenishment workflows (e.g., low stock, long lead time)

  • Supplier audits

  • Quick morning checks for critical products

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