Views & filters

A viewViewA reusable, named saved state — columns, filters, sort, location scope, and forecast settings (model, history period, growth amplifiers, safety stock). Views are the unit of reusable analysis across Logistified: they power the Forecast page, Notifications (which variants to alert on), Reports (which variants to email about), and PO creation (which variants to order from). Most operators build many views — one per real-world question (overdue reorders, slow movers, single-supplier batches) — and switch between them depending on what they're doing. Read more → is a reusable, named saved state — columns, filters, sort, location scope, and forecast settings. Build as many as you like; switch between them from the left sidebar. Views are the single most important concept in Logistified to understand well — they shape what you see and what every other feature acts on.

On this page

• Why views matter across the app
• What a view is
• The default view
• Building filters
• Match all vs. match any
• Sorting
• Cloning, renaming, deleting, starring
• Auto-generated views
• Sharing across teammates
• See also

Why views matter across the app

A view is the unit of reusable analysis in Logistified. The same filter + same forecast settings can be applied anywhere variants are listed — not just on the Forecast page.

Views power four surfaces:

• Forecast page — switch views to switch what you’re looking at (overdue reorders today, slow movers, single-supplier batches, …).
• Notifications — pick a view to scope which variants a notification rule watches (“alert me on the variants in Overdue under $5k cost”).
• Reports — view-report and custom stock notifications send the contents of a view by email on a schedule.
• PO creation — when you create a PO from the Forecast page, the originating view is stamped on the PO for audit; you can also reuse an existing view to pre-populate the PO line items.

Plan to build many views — one per real-world question you ask of your catalog. A short starter list:

• “Reorder within 14 days” — the daily working view.
• “Overdue reorders” — anything red.
• “Single supplier — Acme Corp” — when you’re batching POs to one vendor.
• “Slow movers” — variants with days-of-stock above some threshold.
• “Stock-out risk in 30 days” — combine days-of-stock with the lead-time view.

Each view answers one question well. Switching between them is faster than re-filtering the same view over and over.

What a view is

A view captures everything that defines your current Forecast page state:

• Which columns are visible, in which order.
• Every filter you’ve applied.
• Sort order.
• Location filter (and the Global demand toggle, if set).
• Forecast settings (model, history period, growth amplifiers, safety stock).

Save it, name it, return to it any time. Views are shared across every shop user and consumed by Notifications, Reports, and PO creation in addition to the Forecast page.

The default view

Auto-created on install. Shows a small starter set of columns — see Forecast view table.

You can change which view is the default in Settings → Dashboard.

Building filters

The toolbar’s filter button opens the filter panel. Seven filter types — Logistified picks the right one based on the column type:

Type	Operators
Numeric	equals, not equals, less than, greater than, between.
Text	equals, contains, starts with, ends with, exclude contains, pattern.
Include / exclude	multi-value chooser (for tags, categories, suppliers).
Boolean	Yes / No, for columns such as “In Draft PO”.
Date	is, is not, is before, is after, is between, on or before, on or after.
Threshold	stock at / above / below variant overrides (e.g., “below static reorder point”).
Reorder within N days	variants whose reorder date falls within the next N days.

For draft-order cleanup, use In Draft PO = Yes to review rows already sitting on Draft POs, or In Draft PO = No before adding a forecast selection to another Draft PO.

Match all vs. match any

Each filter rule defaults to a sensible mode:

• Numeric, threshold, date filters → Match all (every condition must hold; narrows the set).
• Text “equals” and include filters → Match any (any condition holds; additive).

You can override per rule from the filter panel.

Sorting

Click any column header. The arrow indicates direction. Click again to reverse; click a third time to clear.

Cloning, renaming, deleting, starring

From the view sidebar:

• Clone — duplicates the view; the copy is “Modified” until you save.
• Rename — inline edit on the sidebar entry.
• Delete — confirm dialog.
• Star — pin to the top of the sidebar for quick access.

Auto-generated views

Logistified creates some views for you:

• One per active supplier (auto-named after the supplier).
• A default view per shop.
• Ephemeral drill-down views when you click the ABC chart or an Inventory Health Status counter on the KPIs tab.

Ephemeral views behave like saved views for the rest of your session but disappear when you reload. To keep one, save it explicitly.

Sharing across teammates

All views are shop-wide. Anyone with access to the shop sees every view in the sidebar. There’s no per-user privacy yet.

Note

The “Reorder within N days” filter doesn’t speed up the page load — every variant is fetched, then filtered after the model runs. On very large catalogs, expect a couple of seconds.

Caution

Long text patterns are silently shortened. Keep filter patterns short — under about 50 characters.

See also

• Forecast view table — what each column shows.
• Forecast → Overview — the page-level tour.
• Guides → Create and save custom views — a worked walkthrough.

Last updated: 26 May 2026