How to Create and Save a View
Pass Team
Updated: Apr 16, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Co, powered by Supademo.
Steps
1
This demo will show how to create and save a view for a table.
In the on screen example, we will be creating and saving a view for the table of all students.
So, start by clicking "Students"
2
Use the search bars at the top of the columns to search for specific table entries.
In this table we can search for a student's First Name, Last Name and Email address.
3
To edit and organise the visible columns for your table, click "Columns".
4
The default tables have all columns selected. This means they all currently appear in the table.
Click the box next to the column titles to deselect the column from the table view.
Don't worry, the information is not deleted, just hidden from the table view.
5
To reorder columns, click and hold the dots next to the column titles, and drag the title to the new position you want it in.
6
There is also an option available to quickly filter the table's contents.
To do so, click the "Filters" tab.
7
In this example, we will sort the learners so that only learners with the status "On a Break" appear in the table. So we click "Learning Status" to expand this section.
8
For our example, we will select "On a Break". This filters the table's contents into only students with the status "On a Break".
9
The table will then automatically filter.
10
To save this filter as a view, click "Save View". It is possible to save a view with both Column changes and Filters applied.
11
Click on "Save as New View".
12
Click the textbox and type to name your new view.
13
To set this new view as your primary view, click here to tick the checkbox.
A primary view means that anytime you view this table, it will default to your preferred customisation.
14
As the final step, click on "Confirm".