Views

Views allow you to save and quickly switch between different table layouts in Retailgrid. A view stores how the grid is configured, including:

• visible columns
• column order
• filters, including quick filters
• sorting
• grouping

This helps you avoid rebuilding the same setup every time and allows teams to work with different analytical perspectives.

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Creating a view

1. Configure the grid (columns, filters, sorting).
2. Click Views in the toolbar.
3. Enter a name for the view.
4. Click Add.

The layout is now saved and can be reused anytime.

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Managing views

Inside the Views panel you can:

• Rename a view
• Duplicate a view to create variations
• Save the current layout under a name — your live grid edits autosave continuously, so saving a view is about capturing a named layout you can switch back to, not about avoiding lost work
• Delete a view if it is no longer needed

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Quick filters

Beyond the per-column filter icons in the grid header, a single Filters menu lets you show, configure, add, and remove quick filters - the filters you reach for most often - from one place. Quick filters are saved as part of a view, so a saved view captures not just which columns are visible but the exact filtered slice your team works from.

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Best practices

• Use clear names like Pricing Analysis, Promo Monitoring, or Margin Control.
• Keep the Default view simple.
• Duplicate views when creating variations for different tasks.

Example:
A Pricing Review view might include columns like Price, Competitor Price, Margin %, Sales, and Elasticity to help pricing managers quickly identify opportunities.