Explore and use filters in the route overview to create views tailored to your need. Set up your personal favorite view or share your view with other users within your organization. By saving a view, you can easily and quickly have an overview of routes specified to your needs.

This article covers the following:

1. Create the perfect view
2. A personal view
3. A shared view

1. Create the perfect view

Once you open the ‘Routes’ overview, you will see a raw view with no filter or selection of routes. All routes created by your organization will be visible.

Two factors are deciding the view:

1. The filters
2. The columns

There are a lot of filters, and they all decide what and which routes you will see. If the need is to view routes previously driven, then filter by ‘Completed’ in Status.

Next up is to choose what information you find relevant regarding the routes. 41 choosable columns show all possible related information to the routes, which you can modify in terms of column order and width. Tick the boxes next to the columns and press the save icon once you have the necessary information. No worries, you can always come back and edit this.

Now you can save this perfect overview of routes and its information and share it with your organization.

2. A personal view

If you want to keep your newly created view to yourself, you can save it as a personal view by:

1. Click the ‘Views’ button in the top right corner
2. Click ‘Save current view’
3. Give it a short and descriptive name
4. Click ‘Save view’

You have now made your first personal route overview.

It is not possible to edit or modify the saved view. If you need any changes in the view and save these, you will have to make these changes, repeat the previous steps 1 to 4 again, and possibly delete the old and outdated view.

All views are deletable – just press the trashcan icon next to the view.

3. A shared view

To easily align you and your organization, you should share the perfect overview of your routes. It is not possible to divide your organization on this, so it is either all or no one:

1. Click the ‘Views’ button in the top right corner
2. Click ‘Save current view’
3. Give it a short and descriptive name
4. Tick of ‘Share this view with other users in the organization’
5. Click ‘Save view’

Now, this view will be choosable for other users! They must do step 1 and click the name of the view to summon it.