Business Central list pages support filters on any column, and those filter combinations can be saved as Views. A View stores the current filter state so you can return to it in one click instead of rebuilding the filters from scratch each time.
Views are stored per user. No other user sees or is affected by the views you create.
Open the Filter Pane
Press Shift + F3 on any list page to open the filter pane on the right side of the screen. You can also select the filter icon at the top of the list.
The filter pane has two sections:
- Filter list by, filters that limit which rows appear in the list
- Filter totals by, filters that affect aggregated columns (amounts, quantities) without hiding rows
Add Filters on Multiple Columns
- In the Filter list by section, select + Filter.
- Use the field lookup to choose the column you want to filter on.
- Enter the filter value. You can use wildcards (
*), ranges (..), and multiple values separated by|. - Repeat to add filters on additional columns.
Examples of filter syntax:
| Filter | What it returns |
|---|---|
OPEN | Exact match on “OPEN” |
OPEN|RELEASED | Either “OPEN” or “RELEASED” |
01/01/2026..31/03/2026 | Date range |
>1000 | Values greater than 1000 |
A* | Starts with “A” |
Sort the List
Select a column header to sort by that column. Select it again to reverse the sort order. The current sort direction is shown by an arrow on the column header.
Sorting is saved as part of a view.
Save the Current Filter State as a View
Once you have the filters and sort order set up the way you want:
- Select the dropdown arrow next to the current view name at the top of the filter pane (or near the list header).
- Choose Save as View (or Save current view as in some versions).
- Enter a name for the view.
- Select OK.
The view now appears in the left panel of the list page, below the default views.
Use and Manage Saved Views
Saved views appear as tabs or links along the top or left of the list page, depending on the page layout. Select a view to apply its filters immediately.
To manage views:
- Right-click a view name (or select the pencil/edit icon next to it).
- Options include:
- Rename, change the view’s display name
- Delete, remove the view
- Set as default, this view opens automatically when you navigate to the page
Set a View as Default
Setting a view as default means it loads automatically every time you open that list page.
- Right-click the view you want to use as default.
- Select Set as Default.
The view label will be marked to indicate it is the default. To revert, right-click it again and select Remove as Default.
Views Are Per User
Views are saved to your user profile. Other users on the system do not see them, and changes they make to their own views do not affect yours.
If you want to share a view configuration with another user, they need to set up the same filters manually and save their own view. There is no built-in export or share function for views.
Practical Examples
Open Sales Orders by Salesperson
On the Sales Orders list:
- Open the filter pane (
Shift + F3). - Add a filter on Status =
Open. - Add a filter on Salesperson Code = your salesperson code.
- Save as view: “My Open Orders”.
Items Below Reorder Point
On the Items list:
- Open the filter pane.
- Add a filter on Stockout Warning =
Yes(or filter Qty. on Hand using a range like..0for zero or negative stock). - Sort by Qty. on Hand ascending.
- Save as view: “Below Reorder Point”.
To get more out of list pages, including how to add and remove columns, see How to Personalize Pages in Business Central.