# Views and filtering

Views are saved configurations of filters, columns, and sorting that let you quickly focus on a subset of your data. They appear as tabs at the top of the Demand, Planning, and Supply Orders modules, and they also serve as the scope for automations.

### Built-in views

The Demand, Planning, and Orders modules ship with default views that address common workflows:

* **Default view** — The full product list without additional filters.
* **Forecast accuracy** (Demand) — Highlights how well past forecasts matched actual demand.
* **New products** (Demand) — Surfaces recently added products that may need attention.
* **Outliers** (Demand) — Flags products with unusual demand patterns detected by the Demand Anomaly Agent.
* **Stockout** (Planning) — Surfaces products at risk of running out of stock.
* **Overstock** (Planning) — Highlights products with excess inventory.
* **Planned** (Orders) — Orders recommended by the optimization engine, not yet confirmed.
* **Validated** (Orders) — Orders reviewed and confirmed by the planner.
* **Released** (Orders) — Firm orders imported from the ERP.
* **Delivered** (Orders) — Orders fully received and closed.

### Filters

Below the view tabs, a filter bar lets you narrow the product list further. You can filter by:

* **Name or reference** — Free-text search.
* **Tags** — Any tag or tag category defined in [Tags settings](/settings/tags.md).
* **Suppliers** — One or more suppliers.
* **Alerts** — Products with active alerts.

Filters are additive — combining multiple filters shows only products that match all of them.

### Sorting

Click any column header in the product list to sort by that column (ascending or descending). Sorting works on all columns, including [KPI columns](/concepts/kpis.md). Your current sort order is saved as part of the view.

### KPI column filtering

[KPI columns](/concepts/kpis.md) offer an additional level of filtering beyond the top filter bar. Once a KPI column is visible in the product list, you can filter its values to focus on a specific range — for example, show only products where a particular forecast or demand metric exceeds a threshold. This makes it easy to combine top-level filters (tags, suppliers) with metric-based filtering on KPI columns.

### Custom views

Click the **+** button next to the existing view tabs to open the **Add new view** dialog. You have two options:

* **Create new** — Build a view from scratch. Enter a **Name** and optionally check **Show for all users** to make the view appear automatically for every user on the page. Users can remove or duplicate it in their own environment.
* **Select from existing** — Browse views created by other users and add one to your own tabs.

A custom view saves your current filters, column selection, and sorting settings so you can return to it with one click.

### Views as automation scope

When you create an automation, you select a saved view as its **scope**. The automation then applies its actions only to the products that belong to that view. This means a well-organized set of views doubles as a way to target automated workflows precisely.

{% hint style="info" %}
Changing the filters of a view also changes which products future automation runs will process. Review your automation scopes after modifying a shared view.
{% endhint %}

### Related pages

* [Set up and manage views](/how-tos/set-up-views.md) — Step-by-step guide to creating and organizing views.
* [KPIs](/concepts/kpis.md) — Create KPI columns to sort and filter product lists.
* [Demand](/modules/demand.md) — Where views appear for demand analysis.
* [Planning](/modules/planning.md) — Where views appear for inventory planning.
* [Supply Orders](/modules/supply-orders.md) — Where views appear for order management.
* [Automations](/modules/automations.md) — How views connect to automated workflows.
* [Tags](/settings/tags.md) — Manage the tags used in view filters.


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