Save and share a view

Pour :Administrateur

Once built, an exploration can be saved to be reused, shared with your organization, duplicated to serve as starting point for a variant, edited or deleted by its author.

Save a view

In the build workshop (/app/explorer/view), click the Save button in the top right. A Save view window opens.

1. 1

   Choose a name

   Enter a clear and explicit name. Prefer « Large donations Q1 2026 » to « View 1 ».

   The name is free — it doesn't have to be unique, but it's more practical for finding your way around.

2. 2

   Choose the sharing level

   Check Share with my organization if you want the other administrators to see the view.

   Leave unchecked to keep the view private (visible only by you).

3. 3

   Validate

   Click Save. The view is saved and appears immediately in the list on /app/explorer.

Private view vs shared view

A view can be in one of these two states:

State	Visibility	Edit	Delete
Private	You only	You only	You only
Shared	You + all administrators of the organization (read-only)	You only	You only

ℹ

Sharing doesn't change who can edit

When you share a view, other users can see and export it, but not edit or delete it. If someone wants a personalized version, they must duplicate it (see below).

⚠

Sharing a view doesn't share the data

A shared view always respects the visitor's permissions. If a user opens your shared view « All payments » but doesn't have the paiement.read permission, she will see no data — the view will return an empty table or an error message to her.

The two tabs of the home page

The /app/explorer page displays your views in two tabs:

Tab	Content
My views	All the views you have created (private + shared)
Shared with me	All the views created by other administrators and shared with the organization

In each tab, views are sorted alphabetically (A→Z).

Duplicate a view

Duplication is the best way to start from an existing view when you want to create a variant (change a filter, add a column) without losing the original.

1. 1

   Open the view to duplicate

   Click the view in the list to open it in the workshop.

2. 2

   Click « Duplicate »

   The button is in the workshop's action bar. You land on a copy of the view (URL /app/explorer/view?dup=…), pre-filled with all the configuration of the source view.

3. 3

   Edit the copy

   Adjust the columns, filters or sorts as needed. The original view is not modified.

4. 4

   Save under a new name

   Click Save and give a different name (e.g. « Large donations Q1 2026 — follow-up »).

★

Duplicate a shared view

If a view is shared with you by another administrator, you can freely duplicate it. The copy becomes your property, and you can edit it as you see fit — the original stays unchanged for its author.

Edit an existing view

Only the author of a view can edit it.

1. 1

   Open the view

   From the list on /app/explorer, click the view to edit.

2. 2

   Adjust the configuration

   Edit the columns, filters, sorts, sharing or name — like at creation time.

3. 3

   Save the changes

   Click Save. The view is updated for you and for everyone who has access (if it's shared).

⚠

Be careful with heavily used views

If a view is shared and used regularly by your team, warn before editing it in depth (changing columns, adding/removing filters). Users may be surprised by a new display.

Delete a view

Only the author of a view can delete it.

1. 1

   Open the view to delete

   Click the view in the list.

2. 2

   Click « Delete »

   The button is in the workshop's action bar (or in the list's context menu).

3. 3

   Confirm

   A window asks you to confirm. Validate.

⛔

Permanent deletion

Deleting a view is immediate and permanent. If the view was shared, it also disappears for other users. No restoration possible — remember to duplicate the view if you want to keep a trace before deleting.

Best practices

★

Naming convention

Prefix the view name with a context (team, period, reason) to find your way around in a long list. Examples:

• « [Accounting] Payments export Q1 2026 »
• « [Follow-up] Unsettled pledges »
• « [Direction] Donors ≥ €500 dashboard »

★

One view per use case

Rather than one large view with 30 columns and 10 filters, create several simple views each dedicated to a precise question. You'll find them faster and other administrators will immediately understand their use.

V1 limits

⚠

No granular sharing

In V1, sharing is binary: either the view is private (you only), or it's visible to the entire organization. It's not possible to share it with a group or a specific role. Granular sharing is on the post-V1 roadmap.

⚠

No edit history

Successive edits of a view overwrite the previous version, with no history. If you change your mind, you have to rebuild manually.

Going further

• Create an exploration — the complete procedure
• Export data — XLSX and PDF
• Permissions — manage team member access rights