# Saving views of your panel table

Source: https://participantkit.com/help/courses/how-to/saving-panel-views

Use this when you keep building the same list of people. A view remembers the columns, the sort order and the filters on your panel's people table, so you can get back to that list in one click.

For example, a view for people you have never contacted, or one for everyone who signed up this month.

Views are personal to you. Nobody else on your team sees the views you make, and you don't see theirs.

## Who can use this

Anyone who can see the panel. Panels can sometimes be restricted, so if you expect to have access and don't, contact your organisation admin to be given access.

## 1. Set the table up the way you want it

Get the list looking right first:

- click **View settings** to choose which columns show, and drag them into the order you want
- click the arrow next to a column heading, then **Sort ascending** or **Sort descending**
- click **Filter** to narrow the list down, then **Apply filters**

For help with filters, see [Filtering your panel to find the right people](https://participantkit.com/help/courses/how-to/filtering-your-panel).

![The panel table with a filter applied and the columns set](https://participantkit.com/assets/images/help/views/set-up-table.png)

## 2. Save it as a view

Click **Create view**, above the table. Type a name, then click **Create view** again.

Your view opens straight away, and its name replaces **Default view** on the button above the table.

![The Create view dialog, with a name typed in](https://participantkit.com/assets/images/help/views/create-view.png)

Name it after the people in it, like "Not contacted yet", rather than after the filter you used.

## 3. Switch between views

Click the view name above the table to see all your views. Click one to open it, or click **Default view** to go back to the panel's usual table.

![The view menu open, showing Default view and two saved views](https://participantkit.com/assets/images/help/views/view-menu.png)

Once you have saved a view, **Create view** moves into this menu.

## 4. Change a view

Change the columns, the sort order or the filters while a view is open, and a blue dot appears next to its name. Two buttons appear with it:

- **Save** keeps the change in the view
- **Discard** puts the view back the way it was

![A view with a blue dot next to its name, and the Discard and Save buttons](https://participantkit.com/assets/images/help/views/unsaved-changes.png)

If you leave the page without clicking either, the change is lost and the view stays as it was.

To keep the change without losing the original, click **Create view** instead and give the changed version its own name. The view you started from is left alone.

## 5. Rename, duplicate or delete a view

Click the view name to open the list, then click the **...** button next to a view:

- **Rename** changes the name. Names have to be different from your other views on this panel.
- **Duplicate** makes a copy, called "Copy of" the name of the original. Use it when you want a variation of a view you already trust.
- **Delete** asks you to confirm first. It only removes the saved columns, sort and filters. Nobody in the panel is affected.

![The view actions menu open, showing Rename, Duplicate and Delete](https://participantkit.com/assets/images/help/views/view-actions.png)

## What a view doesn't remember

A view doesn't save what you typed into **Search people**.

The **Default view** remembers your columns and sort order, but not your filters. Filters there are gone as soon as you leave the page. If you want a set of filters to stick, save it as a view.

## Key takeaways

💡 **Remember:** A view saves the columns, the sort order and the filters, and nothing else.

🧪 **Try:** Save a view for the list you build most often, like people you have never contacted.

⚠️ **Watch for:** Changes to a view are lost if you leave the page. Click **Save** or **Discard** before you go.

⚡ **Quick tip:** Views are yours alone. If you send someone the link to one, they can't open it.