--- title: "Views, filters, search and export" description: "The control bar on every table and board in Pyn: the view menu, Filters, Sort, Find, Metrics, Save View, and the three kinds of export." sidebar: order: 2 area: getting-started feature: views appPath: /directory/home lastVerified: 2026-10-22 version: "2026-10-16" audience: employee screenshots: - id: getting-started-views-control-bar caption: The Filters menu on the Employees table lists one submenu per filterable property. - id: getting-started-views-customize-menu caption: On a built-in view the view menu offers Change View Type, Rows per page, Duplicate View and Export. - id: getting-started-views-save-view caption: A changed view shows its controls as dirty and enables Save View or Save as New View. related: - home/navigate-pyn - activity - directory - notices --- Directory, Flows, Journey, Library, Notices and Settings show their records in **views**: a table, gallery, calendar, board or page that belongs to a group in the area's left rail (for example **Employees**, **Active**). Activity's views are built in. Every view has the same control bar above it; the sections below cover each control. ![The Filters menu on the Employees table lists one submenu per filterable property.](https://support.pynhq.com/media/getting-started/views/getting-started-views-control-bar.png) ## The control bar, left to right | Control | Shown when | What it does | | --- | --- | --- | | Heading | Always | The group and view name, such as **Employees / Active**. | | View menu (named **Table**, **Gallery**, **Calendar**, **Journey** or **Page**) | Always | Changes the layout and holds the view's own actions; see below. | | **Filters** | The view's records have a select or indexed date property | One submenu per property. | | **Sort** | Flows and Messages tables | A fixed list of sort orders for that table. | | **Find** | Journey, Content, Employees, Employee Groups, Enrollments, Flows and Messages | Text search within the view. | | **Metrics** | The view has metrics, such as enrollment counts on Flows | Choose the metrics shown and their date range. | | **Save View** or **Save as New View** | Always | Stores the changes you made, or discards them. | | Primary action | Depends on the view | **Invite** on Journey and Current Users; **Create New** and similar on others. | ## Filters Each submenu lists the property's options plus **(No Value)**; tick the values to keep. **Show Everything** removes the filter for that property; **Clear All** unticks every value. A date property offers **All Time**, **Last 30 Days**, **Upcoming 30 Days** and **Custom Range…**, which opens a start and end date picker. The **Filters** button is highlighted while a filter is applied, and marked dirty while you have unsaved changes. ## Sort **Flows** offers **Journey order, then status** (the default), **Status, then journey order**, **Title A to Z**, **Newest first** and **Needs publishing first, then journey order**. **Messages** offers **Sort by Scheduled**, **Sort by Completed** and **Sort by Draft**. Picking the current option again returns to the default. Sort is kept for the session and is not saved with the view. ## Find **Find** opens a field labelled **Enter your terms**. Words match anywhere in the record's text, including the middle of a word, and an email address matches that address exactly. Find is separate from universal **Search** in the navigation, which spans areas; see [Navigate Pyn](https://support.pynhq.com/home/navigate-pyn/). ## Metrics On views with metrics, **Metrics** has two submenus: the metrics to show, and **Date Range** with **last 30 days**, **last 90 days**, **last 6 months** and **last 12 months**. The chosen metric and range are saved with the view. ## The view menu ![On a built-in view the view menu offers Change View Type, Rows per page, Duplicate View and Export.](https://support.pynhq.com/media/getting-started/views/getting-started-views-customize-menu.png) | Item | Shown when | What it does | | --- | --- | --- | | **Change View Type** | The group allows more than one layout | **Table** (a table or spreadsheet view), **Gallery** (large cards), **Calendar**, **Journey** (a journey map) or **Page**. | | **Rows per page** | Table layout | **25** (the default) or **100**. | | **Rename View** | The view is one you saved | Prompts for a new title. | | **Duplicate View** | Always | Copies the view without its filters and metrics, and opens the copy. | | **Export** | Journey layout | Saves the board as a PNG image in a new tab. | | **Export Data** | Table layout on Actions, Enrollments or Flows | Downloads a CSV of the rows as shown, including unsaved filter and sort. | | **Export** | Table layout on a saved view with columns, except Flows | Starts a background export; a notice tells you when the file is ready. | | **Archive View** | The view is one you saved | Asks for confirmation, then removes the view and returns to the area's first view. | Built-in views (**Active**, **Upcoming**, **All Enrollments** and the rest) cannot be renamed or archived. Duplicate one to get a view you own. ## Saving a view ![A changed view shows its controls as dirty and enables Save View or Save as New View.](https://support.pynhq.com/media/getting-started/views/getting-started-views-save-view.png) Changing the filter, layout, rows per page or metrics marks the view dirty and enables the save button. On a view you own it reads **Save View** and updates the view in place. On a built-in view it reads **Save as New View**, creates a copy under the same group with your changes, and opens it; the new view appears in the left rail with an asterisk until it is saved again. The menu beside the button offers **Discard Changes**. ## The three exports | Export | Where | Result | Who | | --- | --- | --- | --- | | Image | Journey board, view menu, **Export** | A PNG of the board, opened in a new tab; "Could not export image" if it fails | Everyone | | CSV now | Actions, Enrollments and Flows tables, view menu, **Export Data** | A `.csv` named after the view, downloaded at once, up to 1,000 rows, matching the current filter and sort | Everyone | | Background export | Other saved table views, view menu, **Export** | A file produced in the background; a notice under **Notices** carries the download, visible only to the person who asked | Everyone | ## Related - [Navigate Pyn](https://support.pynhq.com/home/navigate-pyn/) for universal Search across areas. - [Activity](https://support.pynhq.com/activity/) for the Actions, Enrollments and Messages tables these controls appear on most. - [Directory](https://support.pynhq.com/directory/) for the Employees and Employee Groups views. - [Notices](https://support.pynhq.com/notices/) for where a background export arrives.