---
title: "Set Up Preset Views"
slug: "set-up-preset-views"
updated: 2024-08-07T08:23:28Z
published: 2024-08-07T08:23:28Z
canonical: "help.bringg.com/set-up-preset-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.bringg.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Preset Views

[Video](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/preset_views_intro_cut_2.mp4)

Save filters and column settings in **Dispatch** and **Planning** so that you and members of your team see only the most relevant data for the job you're doing at the moment.

For example, set a “Morning Shift” view that displays only the orders whose time windows are between 7am-12pm or an “Urgent” view that displays only VIP orders that are also late.

NoteView settings only apply to the specific page in Bringg for which you set it.  Since column and filter options vary per page, create separate view options for each page you use.

![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/planday_dispatch_presetviews(3).png)

## Before You Begin

- Ensure you have a user account of type Admin or Dispatcher.
- Determine what order information you and other members of your team need to see when.

## Add a Preset View

#### Customize your view

**Step 1:** Open Bringg and navigate to **Planning**, **Dispatch** > **List, or Dispatch** > **Map**.

**Step 2:** Customize your view as you wish, setting the filters, column selection, and groupings that best suit your goal.

For example, to view the next day's orders that are finished planning, filter to see only tomorrow's orders, and then make sure activate display of the **Done Planning** column.

NoteYou can customize columns only from the **Planning** and **List** screens.

#### Save your view

Preserve the filter, column settings, and groupings to be able to use them for that screen in the future.

**Step 1:** Select **View** > **Save as View**.

**Step 2:** Name the view. For example, in the example above, name the view "Tomorrow's Orders".

**Step 3:** Select **Save View**.

### Edit a Saved View

(Optional) You can adjust your saved views.

| To... | Do this... |
| --- | --- |
| Change the filter, columns, or groupings of a saved view. | - Select the applicable view from your view menu. - Adjust the filters, columns, and groupings as you wish. The adjusted view displays in the menu as **Edited**. - To preserve the adjusted settings with the original view name, select **Save**. |
| Undo temporary changes you made to a view. | - Select **Reset** from the view menu. |
| Rename a view. | - Select **Manage views** from the view menu. - Edit the name of the view - Select **Done**. |
| (Admins only) Make a view available for all members of your team to use. | - In **Manage views**, select the monitor icon![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/monitor_icon.png) next to the view you wish to present to all users. |
| Erase a view from your menu. | - In **Manage views,** select the trash icon![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/icon_trash.png) to delete the view**.** **Warning****(Admins only) Deleting a view that you presented to all users will delete it from their menus as well.** |