Views, filters, search and export

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.

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.

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.

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.

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 for universal Search across areas.
• Activity for the Actions, Enrollments and Messages tables these controls appear on most.
• Directory for the Employees and Employee Groups views.
• Notices for where a background export arrives.