Creating Saved Views Using Filters and Column Selection

Overview 

When working in the Section Dashboard, there may be times when you need a customized view that differs from the existing schoolwide views. 

To view the available saved views, click Saved Views in the upper-right corner of the screen. 

Blue floppy disk icon next to the text “Saved Views.”

The available schoolwide views will appear. 

Saved Views window displaying five available schoolwide views, including Attribute Review, Comprehensive View, Phase 3, Phase 4, and Summer 2027 Comprehensive View, with options to sort, search, save the current view, or close the window.

If none of these views meet your needs, you can create a customized view by following the steps below.

Instructions 

Step 1: Add or Remove Columns 

Click Columns on the right side of the screen.

Columns dropdown menu displaying 8 of 70 selected columns, with checkboxes to show or hide course information such as course code, section number, section title, CRN, instructors, meeting patterns and rooms, and actual enrollment.

A drop-down menu will appear displaying all available columns. 

You can scroll through the list and select the columns you would like to display.  

For example, you may want to add the Part of Term column. 

Scroll down to Part of Term and check the box next to it. 

Columns dropdown menu displaying 9 of 70 selected columns, with the newly selected “Part Of Term” option highlighted in yellow. Additional checkboxes allow users to show or hide course information columns.

Once selected, the Part of Term column (or any newly selected column) will automatically appear at the bottom of the list of currently selected columns. 

Columns dropdown menu displaying 9 of 70 selected columns, with the “Part Of Term” option checked and highlighted in yellow. Additional checkboxes allow users to show or hide course information columns.

Step 2: Reorder Columns 

If desired, you can rearrange the order of the columns by clicking and holding a selected column, then dragging it to your preferred location. 

Columns dropdown menu displaying 9 of 70 selected columns, with yellow highlighting along the drag handles indicating that selected columns can be reordered. Checkboxes allow users to show or hide course information columns.

For this example, the Part of Term column was moved directly below Instructors. 

Columns dropdown menu displaying 9 of 70 selected columns, with the checked “Part Of Term” column highlighted in yellow and repositioned below “Instructors.” Drag handles allow users to reorder columns, while checkboxes control column visibility.

After you have finished arranging your columns, click anywhere outside of the Columns menu to close it. 

The Part of Term column will now appear in your Section Dashboard view.

Course information table displaying “Part of Term” and “Meeting Pattern Rooms” columns, with two course entries showing “Full Term (or Sum Ses I)” and their corresponding meeting schedules.

Step 3: Save Your Customized View 

If you plan to use this view frequently, you can save it for future use. 

Click Saved Views, then select Save Current View. 

Saved Views window displaying five available schoolwide views, with the “Save Current View” button highlighted in yellow. Options to sort, search, and close the window are also visible.

After selecting Save Current View, the following window will appear: 

Save View window with the name “Part of Term,” an empty description field, and selected base filters for year, semester, and columns. Custom filters are listed below, with options to close or save the view.

Configure Your Saved View 

  • Name: Required 

  • Description: Optional 

If you would like this view to be available across all terms and academic years, be sure to uncheck the term/year-specific option shown below. 

Save View window with the name “Part of Term,” an empty description field, and selected base filters. The checked “Year is 2026” and “Semester is 121033548” options are highlighted in yellow. Custom filters are listed below, with options to close or save the view.

If this option remains selected, the saved view will only be available for the term and year you are currently viewing. 

Once you have configured the view settings, click Save. 

Step 4: Access Your Saved View 

Your new saved view will now appear in the Saved Views menu. 

Saved Views window displaying six saved views, with the newly created “Part of Term” view, dated October 22, 2026, highlighted in yellow. A red delete icon appears beside the view, with options to sort, search, save the current view, or close the window.

You can: 

  • Create as many saved views as needed. 

  • Edit your saved views by creating a new version. 

  • Delete saved views at any time if they are no longer needed, by selecting the trash can next to saved view. 

Saved views are a helpful way to quickly access the information most relevant to your scheduling responsibilities without repeatedly adjusting filters and columns.

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