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
• Combining filters (AND / OR)
• 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.

It cannot be renamed, deleted, or saved over — the Save action is disabled on it, so use Save view as… to keep any changes you make while it is open. Settings → Dashboard is a different setting: it picks which view filters the Overview page’s data, not which view the Forecast page opens on.

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, less or equal, greater or equal, between.
Text	equals, not 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 / at-or-above / at-or-below a variant threshold (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.

The On PO with Status filter covers every status, not just Draft. Include one or more statuses to see rows sitting on a Sent, Confirmed, or otherwise open PO, or exclude the built-in Any open PO option to find items you haven’t already reordered under any status.

When filters take effect

Multi-value choosers (Include / exclude, Boolean, and the threshold checkboxes) stage your ticks while the filter popover is open and refresh the table once — click Apply at the bottom of the popover, or just close it. Text, numeric, and date filters apply as soon as you pick the operator, and the popover closes. Removing a filter chip or flipping an AND/OR connector applies immediately. Adding a new filter never refreshes the table until it has at least one value.

Combining filters (AND / OR)

Two connectors are in play, and neither is chosen by column type:

• Between values inside one column. Every value you add is joined with OR — any of them matches. Click the amber OR chip between two values to flip it to AND.
• Between different columns. The first filter you add is AND. From the second onwards Logistified asks you to pick AND or OR as you add it, and the connector between two column filters stays clickable afterwards.

Older views saved without an explicit connector fall back to AND, except include-lists and text “equals”, which fall back to OR.

Sorting

Click a sortable column header (a few columns have sorting disabled). The arrow indicates direction, and clicking again reverses it — the sort toggles between ascending and descending only; there is no third click that clears it. Sorting runs server-side and is written back into the view, so it survives a reload.

Cloning, renaming, deleting, starring

On the Views page, the list on the left carries the star; the rest live on the detail pane beside it:

• Duplicate — opens a dialog where you name the copy (<view name> (Copy) by default) and tick which parts to carry over: columns, filters, locations, clustering, forecast settings, reorder settings. The copy is saved straight away — it is not left in a “Modified” state.
• Rename — click the view name in the detail pane’s header and edit it in place.
• Delete — confirm dialog.
• Star — the star button on each list entry; starred views sort to the top of the list.

The Forecast page’s command palette (⌘K / Ctrl-K) offers the same Save, Save view as…, Rename and Delete actions for whichever view you currently have open.

Auto-generated views

Logistified creates some views for you:

• A default view per shop.
• Drill-down views behind the ABC chart’s tier legend on the KPIs tab and the View links on the Data Quality counters.
• A snapshot view each time you start a purchase order, transfer order, or stock take from the Forecast page (ids beginning forecast-po-, forecast-to-, forecast-st-) — it records what the Forecast page looked like when that document was created.

Those drill-down views are ordinary auto-generated views — they are saved and survive a reload rather than vanishing. They are hidden from the Views page’s list by default, though: tick Show autogenerated in that page’s filter menu to see them. (They do appear without any extra step under the Autogenerated tab of the Overview page’s Forecast Views card.) But Logistified rewrites their contents every time it recomputes the Overview data, so don’t edit one expecting your changes to stick, and each one covers at most the first 500 matching variants. Duplicate it if you want a stable copy.

The PO/TO/stock-take snapshot views can also crowd the Use Existing View picker in the Create-from-Forecast dialogs. Turn on Hide auto-generated views in the purchase order dialog at Forecast Preferences to limit that picker to views you created yourself.

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 values are no longer shortened for you — a filter matches the whole thing you typed. A very long contains, starts with, or ends with value takes a slower route than a short one, as does the pattern operator at any length. The result is exactly right either way; on a large catalog, expect a wait.

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 August 2026