Printed from https://zeropos.shop/help/saved-views-and-links
Save a view and share a link
Name a set of filters on Invoices or a report and open it again with one tap, or copy the page's link to send a colleague the same view.
The invoice list and every data report keep their filters in the page's address. Views gives those filters a name so you can come back to them, and Copy link hands the address to someone else.
Steps
Save a view
- Step 1
Set the filters you want on BACKOFFICE › Invoices or on a report in INSIGHTS › Reports.
- Step 2
Tap Views, then Save current view.
- Step 3
Type a name under Name this view, for example “Saturday cash check”, and tap Save.
Open, replace or delete a view
- Step 4
Tap Views on the same screen and tap a name under Your saved views.
- The view on screen is marked On screen now.
- Step 5
To update one, change the filters, tap Save current view and type the same name; the button turns into Replace.
- Step 6
To remove one, tap its bin and confirm with Delete.
Share a link
- Step 7
Set the filters you want a colleague to see.
- Step 8
Tap Copy link; the button shows Link copied.
- Step 9
Paste the link into a message to your colleague.
What happens next
- Saving, replacing or deleting a view changes only the saved filters: no invoice, figure or setting changes.
- Opening a view or a link shows today's data with those filters, so the numbers move as new sales come in.
What a view and a link keep
The filters, the dates and the sort order. Reloading the page, a bookmark or the browser's Back button bring the same list back.
Never what you type in the search box: names, phone numbers and emails stay out of links and saved views.
Date buttons stay relative. A view saved on Today or This month opens on the current day or month; dates picked by hand stay fixed.
Who sees what
Saved views are yours alone (Only you see these.). Each person saves their own, per screen.
A copied link opens the same filters for anyone signed in to Zero POS, but each person sees only what their own access allows. A seller who sees only their own sales still sees only those.
If you see this…
On screen
You already have 50 saved views here. Delete one to save another.
What to do
Each screen keeps up to 50 views per person. Open Views and delete one you no longer use.
On screen
Saved views can't be changed during a support session.
What to do
Views belong to the person signed in. Save or delete them after the support session ends.
Good to know
- Saving under a name you already use replaces that view, so use a new name to keep both.