Create and save custom views

How to build 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 → from scratch, save it, and pin it for quick access.

Before you start

• Forecast page open with variants populated.

Steps

1. On the Forecast page, apply the filters you want — supplier, vendor, category, threshold filters, etc.
2. Show / hide columns via the Columns popover.
3. Sort by your preferred column.
4. Click “Save view” → name it.
5. Star the view if you’ll use it often.
6. The view appears in the left sidebar.

Worked example

I’m a buyer for the kitchen category. I want a view that shows only kitchen variants with reorder dates in the next 14 days, sorted by reorder date.

• Filter: Category = Kitchen.
• Filter: Reorder within 14 days.
• Columns: SKU, Product / Variant Title, Inventory Quantity, Reorder Point, Days Until Reorder Point, Reorder Date, Actual Reorder Quantity, Supplier, Pack Size, MOQ.
• Sort by: Reorder Date ascending.
• Save as “Kitchen — Next 14 days.”
• Star.

Common failure modes

Symptom	Likely cause	Fix
Save view button greyed out	View has no changes from a previous save.	Toggle something — add a filter, change a sort — then save.
View disappears from sidebar	Someone on your team deleted it.	Views are shop-wide; check the activity log.

See also

• Forecast → Views & filters
• Forecast → Variant constants

Last updated: 19 May 2026