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Save and Customize List Views in Business Central

July 3rd, 2023

Optimize your workflow using saved views in your list views. Here’s how to save a view

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If you want to work faster and more efficiently in your list views, there is the option to save views.

By saving your current view, the system retains your filter settings, and you can easily switch between your different saved views without having to repeat your filter configuration.

Here’s how to save a view:

  1. Open any list page.
  2. Select the filter box at the top of the list or press Shift+F3.
  3. Enter your desired combination of filters.
  4. Once you have set the filters, choose the save icon. If you specify a filter for a list view that has already been saved as a view, the existing view will be updated when you save it.
  5. If you are saving a new view, enter a name for the view in the All (Copy) box.
  6. Press Enter or move the cursor away from the text box to accept the name.

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