# Saved views

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Save and reuse Explore views to stay focused on the work that matters. A saved view preserves the current configuration so you can return to common investigation workflows without reapplying settings each time.

Saved views is available for both **Logs** tab and **Spans**. A view saved while you're querying logs reopens against logs; a view saved while you're querying spans reopens against spans. The saved configuration travels with the view regardless of which tab you started from.

Explore saved views are part of the **Saved Views** shared component used across Coralogix products. The core experience is the same in each product; the options that get saved differ.

## What an Explore saved view captures[​](#what-an-explore-saved-view-captures "Direct link to What an Explore saved view captures")

| Option                  | Description                                                                                                                                             |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Query**               | The current Lucene or DataPrime query and dataset (`logs` or `spans`)                                                                                   |
| **Fields**              | The favorite fields shown in the sidebar                                                                                                                |
| **Table settings**      | The column layout and formatting, plus the **Content column** field selection (logs and spans) and the **Resource column** field selection (spans only) |
| **Time range**          | The selected time range, with optional **Lock time** to fix the range                                                                                   |
| **Folder**              | Optional folder used to organize the view in the **All views** panel                                                                                    |
| **Set as default view** | Makes this the default landing view in Explore                                                                                                          |

In Explore, filter conditions are part of the query, so the **Filters** option that appears in Cases and Alerts is not surfaced separately here. The **Widget state** option, unique to Infrastructure Explorer, also does not apply.

## Create a saved view[​](#create-a-saved-view "Direct link to Create a saved view")

1. Open the **Logs** or **Spans** view in Explore and configure your query, fields, and table settings.

2. Select **Save view**.

3. Under **Details**, enter a descriptive **View name**.

4. Set the **Time range**. Enable **Lock time** to fix the time range so it does not auto-update when the view is reopened.

5. (Optional) Under **Location**, select an existing folder from the **Folder** dropdown to organize the view, or select **Create new folder** to add a new folder.

6. Under **Access Policy**, select who can access the view. Keep the default **Private** to limit it to yourself, or open access for teammates (see [Access policy](#access-policy)).

7. Under **Configuration options**, toggle which settings to save:

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   * **Set as default view:** Make this the default landing view in Explore.
   * **Query:** Save the current search query and dataset (`logs` or `spans`).
   * **Fields:** Save the favorite fields shown in the sidebar.
   * **Table settings:** Save the column layout, formatting, the **Content column** field selection (logs and spans), and the **Resource column** field selection (spans only).

8. Select **Save view**.

[![Create saved view](/assets/images/save-view-explore-75e2af698d330574b3fca5eda24b9451.webp)](https://docs-docusaurus.kinsta.page/assets/images/save-view-explore-75e2af698d330574b3fca5eda24b9451.webp)

## Organize views in folders[​](#organize-views-in-folders "Direct link to Organize views in folders")

Use folders to group related saved views together in the **All views** panel.

* **Add a view to an existing folder:** While saving, expand the **Folder** dropdown under **Location** and select the folder.
* **Create a new folder:** While saving, select **Create new folder** next to the **Folder** dropdown, name the folder, and confirm. The new folder is available for future saved views as well.
* **Skip the folder:** Leave the **Folder** field empty to save the view at the root of the **All views** panel. The **Folder** field is optional.

## Use saved views[​](#use-saved-views "Direct link to Use saved views")

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* Select **All views** to open the saved views panel.
* Find views under **Recent** or **All views**.
* Use **Search saved views** to locate a view by name.
* Select a saved view to apply it.

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The **All views** panel also has a **New view** button at the top to open a blank tab without browsing the list.

The active view appears as a tab at the top of the page. Tabs use the `Explore (N)` label format until they're saved — `Explore (1)`, `Explore (2)`, and so on. A tab opened from a saved view uses the view's name as the label.

You can open up to **5 tabs** at once. When you hit the limit, the **+** button is disabled with a tooltip — close a tab or save it as a view to free a slot.

For the full list of per-tab actions (Save view, Save as, Edit, Rename, Duplicate, Copy view ID), see [Tab actions menu](https://docs-docusaurus.kinsta.page/user-guides/data_exploration/views_queries/.md#tab-actions-menu).

## Save changes to a loaded view[​](#save-changes-to-a-loaded-view "Direct link to Save changes to a loaded view")

When a loaded view has unsaved changes, Explore shows a **Save changes** button at the top of the page. Select it to overwrite the loaded view with your current state.

To save your current state as a separate view instead, open the tab's menu and select **Save as**. The **Save view** panel opens with the current state pre-filled. Enter a different name and save. The original view stays unchanged.

You can also open the **All views** panel and select **Save** to reach the same panel.

## Duplicate a tab[​](#duplicate-a-tab "Direct link to Duplicate a tab")

To work on a copy of the current tab without affecting the saved view it loaded from, open the tab's menu and select **Duplicate**. The duplicated tab opens with the same query, filters, and table settings. Coralogix appends `(copy)` to the duplicated tab's name and unlinks it from the saved view, so changes you make in it do not appear under **Save changes**.

## Edit, clone, or delete a saved view[​](#edit-clone-or-delete-a-saved-view "Direct link to Edit, clone, or delete a saved view")

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In Explore, each row in the **All views** panel also exposes three Explore-specific actions in its menu, alongside the shared Edit/Clone/Delete:

* **Copy query**: copy the saved view's Lucene query to the clipboard.
* **Copy as DataPrime query**: copy the saved view's query in DataPrime syntax.
* **Copy view ID**: copy the view's identifier for use in URLs or APIs.

## Share a saved view[​](#share-a-saved-view "Direct link to Share a saved view")

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To share a saved view with a teammate, copy the page URL after the saved view is loaded. Opening the URL applies the same query, filters, table settings, and time range.

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In Explore, you can also select **Copy URL** in the top-right action bar to share the current view.

## Set the team default view[​](#set-the-team-default-view "Direct link to Set the team default view")

Admins can set a team-level default view so every team member lands on the same Explore configuration by default. Individual users can still override the team default for themselves.

To set the team default:

1. Open **Settings** and navigate to the Explore section.
2. Under **Team default view**, select an existing saved view from the dropdown.
3. Select **Save**.

To override the team default for your own account, load any saved view and enable **Set as default view** in the **Save view** panel — your personal default takes precedence over the team default.

This feature requires the `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE` permission, included only in the Platform Admin system role by default. Team members need `EXPLORE-TEAM-DEFAULT-VIEWS:READ` to see the configured team default in their own settings page.

## Access policy[​](#access-policy "Direct link to Access policy")

By default, a new saved view is **Private** — only you can see it. To share it with everyone on your team, switch the mode to **Public**. To configure per-group access rules, switch to **Advanced** — the access levels available in **Advanced** mode are:

* **No Access**: team members cannot see the view unless they have an explicit group rule.
* **Read**: everyone on your team can see and load the view.
* **Manage**: everyone on your team can see, load, and modify the view.

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For the cross-product model, examples, and FAQs, see the [access policies overview](https://docs-docusaurus.kinsta.page/user-guides/aaa/access-control/policies/.md).

## Permissions[​](#permissions "Direct link to Permissions")

To create, view, or share saved views in Explore, your role needs the right combination of role-based permissions and policy permissions. The full list lives on the [Explore permissions page](https://docs-docusaurus.kinsta.page/user-guides/data_exploration/permissions/.md); the essentials:

* **View and manage shared views:** `EXPLORE-SAVED-VIEWS:READ`, `EXPLORE-SAVED-VIEWS:MANAGE`
* **Create and edit access policies on saved views:** `EXPLORE-SAVED-VIEWS:READACCESSPOLICY`, `EXPLORE-SAVED-VIEWS:UPDATEACCESSPOLICY`
* **Manage the team default view:** `EXPLORE-TEAM-DEFAULT-VIEWS:READ`, `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE`
* **Select target groups when building a policy:** `TEAM-GROUPS:READSUMMARY`, `TEAM-GROUPS:READCONFIG`

System-wide policy overrides (`access-policies:UpdateAll` and `access-policies:ReadAll`) are not included in any out-of-the-box system role.

## Related resources[​](#related-resources "Direct link to Related resources")

* [Explore overview](https://docs-docusaurus.kinsta.page/user-guides/data_exploration/.md)
* [Saved views in Cases](https://docs-docusaurus.kinsta.page/user-guides/cases/saved-views/.md)
* [Saved views in Infrastructure Explorer](https://docs-docusaurus.kinsta.page/user-guides/infrastructure/infrastructure-explorer/saved-views/.md)

## Next steps[​](#next-steps "Direct link to Next steps")

Build shareable URLs that recreate your current view in [Deep links and URL parameters](https://docs-docusaurus.kinsta.page/user-guides/data_exploration/deep-links/.md).