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, In Stock, Reorder Point, Days Until Reorder Point, Reorder Date, Reorder Forecast, 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