Creating saved views in Explore

Last updated: June 26, 2026

Save a filtered view once and jump back to it anytime — no need to rebuild your filters.

A saved view captures the filters you've set in Explore under a name you choose. Instead of rebuilding the same filters every time, open your saved view and you're right back to the slice of the grid you care about — your region's substations, a transformer watch-list, a single manufacturer, and so on.


Create and manage a saved view

  • Set up the view. In Explore, apply the filters you want. (New to filtering? See How to adjust filters in Explore.)

  • Save it. Click Save view, give it a clear name — for example, “My region's substations” — and save.

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  • Reopen it later. Pick it from your views list to jump straight back — your filters are reapplied automatically.

  • Update or duplicate. Adjust the filters and save your changes, or duplicate a view to spin off a variation without touching the original.

  • Rename or delete. Manage your views — rename one for clarity, or delete views you no longer need.

  • Close the view. Close it to step back out to the full, unfiltered workspace.

Good to know

  • Views are personal — for now. Your saved views are tied to your account, so they're yours alone. (Shared, organization-wide views are on the way.)

  • A view remembers your filters. Reopening it reapplies them instantly — no rebuilding.

  • Start from an existing view. Duplicate one as a shortcut instead of starting from scratch.

  • Pair with export. Open a view, return to the overview (the table and CSV export live there, not in the filter drawer), then open the table to export exactly that set.

Views worth saving

A few ideas to get you started:

  • Your region's substations, feeders, and transformers

  • Transformers above a chosen rated kVA (a loading watch-list)

  • Batteries below 50% state of charge

  • A single manufacturer — for example, ChargePoint only