> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/documentation/administration/portal-settings/filtering-sorting-and-saving-views-in-equipme.md).
# Filtering, Sorting & Saving Views in Equipme
The grid view is a powerful feature across the equipme platform that helps you **filter**, **sort**, and **save custom views** of your data. This guide uses the **Service Portfolio** as an example, but the same principles apply in other areas like **Customers**, **Add-ons**, or **Basic Services**.
Once you understand how the grid works in one area, you can confidently use it anywhere in the system.
### What is the Grid View?
The grid shows records (like services, customers, or products) in a table format. Each **row** represents one item, and each **column** shows a specific data point (like Name, Type, Active Status, or Last Order Date).
You can customize what you see, filter for specific data, and even save these settings for later.
### How to Use Filters
Filters help you narrow down what you see in the grid. For example, you might want to only see services that are **System Products**.
#### Example: Filtering for System Products
1. Click the **three vertical dots** (⋮) in the "System product" column.
2. A menu will pop up with filtering options.
3. Under **Boolean filter**, you’ll see:
* ☑️ **True** = This means the service *is* a System Product
* ☑️ **False** = This means the service *is not* a System Product
Select **True** to see only System Products, then click **Apply**.
This method works the same way in the **Customers** grid or any other module where filtering is available.
Select **True** to see only System Products, then click **Apply**.
This method works the same way in the **Customers** grid or any other module where filtering is available.
### Saving Custom Views
After applying filters (like System Product = True), you can save this setup as a **View** to quickly access it later.
#### How to Save a View
There are two ways to save a custom view:
**Option 1 – Top Right View Manager**
1. Click the **Views** icon: (far right in the top corner next to the reload and visibility icons)
2. Click the **+ button** to create a new view.
3. Give your view a name (e.g., "Only System Products")
4. Click **Save**
**Option 2 – View Tabs Above the Grid**
1. After applying your filter(s), click the **+ icon** that appears above the grid, next to existing view tabs.
2. A new tab will appear; name it accordingly (e.g., "System Products").
3. This tab is now a saved view you can return to anytime.
[](https://media1-production-mightynetworks.imgix.net/asset/7384dd73-e5fc-40d5-87bc-ded52cddd787/1753850109898.png?ixlib=rails-4.3.1\&fm=jpg\&q=75\&auto=format)
This functionality is consistent across all grid-based modules (e.g., Customers, Services, Add-ons).
#### Deleting Views
To remove a view you no longer need:
* Click the **Views** icon
* Hover over the view name and click the **trash can icon** 🗑️
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