> ## Documentation Index
> Fetch the complete documentation index at: https://docs.begin.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Filters and saved views

> Narrow the schedule to the part you are working on, then keep that setup as a view you return to in one click.

export const Beta = () => <span className="kb-beta not-prose">Beta</span>;

<img src="https://mintcdn.com/beginltd/-9baeGq43YiMil8E/images/cover/schedule-filters-and-saved-views-light.png?fit=max&auto=format&n=-9baeGq43YiMil8E&q=85&s=49fc3e70ce7080f3bba6e06c72ef3b13" alt="A saved view named Kitchen cover, leaving 12 people and 46 shifts showing, above chips for Kitchen and not Harbour and a Clear all" className="block dark:hidden" noZoom width="1152" height="616" data-path="images/cover/schedule-filters-and-saved-views-light.png" />

<img src="https://mintcdn.com/beginltd/-9baeGq43YiMil8E/images/cover/schedule-filters-and-saved-views-dark.png?fit=max&auto=format&n=-9baeGq43YiMil8E&q=85&s=de1eab38bb127828c86fae1bddf068a0" alt="A saved view named Kitchen cover, leaving 12 people and 46 shifts showing, above chips for Kitchen and not Harbour and a Clear all" className="hidden dark:block" noZoom width="1152" height="616" data-path="images/cover/schedule-filters-and-saved-views-dark.png" />

A filter hides everything you are not working on. A saved view remembers a set of filters, a grouping and a period together, so you get back to it in one click. Neither changes a shift; both change only what is in front of you.

## Narrow to the part you are working on

**Filter** opens the list, and a filter your role cannot use is not in it. Pick a filter, then its values.

| To see…                        | Filter on                                      | What stays                                                            |
| ------------------------------ | ---------------------------------------------- | --------------------------------------------------------------------- |
| The people in a job or a team  | **Position**, **Department**                   | Their rows, with every shift they have                                |
| One site                       | **Location**                                   | The rows of people there, and only the shifts at that site            |
| Particular people              | **Person**                                     | Their rows                                                            |
| The drafts still to send       | **Visibility** is **Unpublished**              | Blocks not yet published                                              |
| Only time off, or only shifts  | **Type**                                       | Blocks of that kind. **Time off** includes other time                 |
| Shifts at one stage            | **Status**                                     | Blocks with that status                                               |
| Shifts nobody has clocked into | **Time entries** is **No linked time entries** | Shifts with no time entry linked                                      |
| One colour                     | **Colour**                                     | Blocks given that colour themselves, not ones in their type's default |
| Shifts tagged a certain way    | **Labels** <Beta />                            | Shifts carrying the label                                             |
| Time off under one policy      | **Policy**, **Absence group**                  | Absences booked under it                                              |

**Position**, **Department** and **Person** pick people, so everyone who matches keeps every shift on their row. **Location** is the one filter that narrows the shifts themselves.

Most filters start as **include any of**. Click the operator to change it to **do not include**, and the same choice becomes an exclusion: everything except the kitchen. **Visibility** and **Time entries** take a single value, with **is** or **is not**. Every chip you add narrows further, never wider.

Beside the chips Begin counts the people still showing and offers **Clear all**, which removes your chips but leaves a saved view's own filters. Person, position, location, type and label filters come back when you return and ride in the page address, so a copied link opens on them. The rest last until you leave, unless a view holds them.

<Note>
  **Publish** acts on the rows your filters leave: every draft those people have, in any position.
  Filter to one position, and the drafts of people outside it stay drafts.
</Note>

## Keep the setup as a view

The pills above the filter bar are your saved views. **All shifts** and **My shifts** are always there. Everything after them you made, or somebody shared with you.

<Steps>
  <Step title="Set the schedule up the way you want it">
    Filters, grouping, card fields, period. A new view captures what is on screen.
  </Step>

  <Step title="Press the + at the end of the pills">
    Name it, and give it an icon and a colour so you can find it in a row of pills.
  </Step>

  <Step title="Decide who else gets it">
    **Only me**, **Everyone**, or **Specific** for the people you name.
  </Step>

  <Step title="Create view">
    The view becomes a pill of its own. Its menu holds **Edit view**, **Duplicate view**, **Copy
    link** and **Add to favourites**, and dragging a pill reorders it.
  </Step>
</Steps>

<Frame caption="The editor the + opens, already holding the filter the page was showing">
  <img src="https://mintcdn.com/beginltd/-9baeGq43YiMil8E/images/articles/schedule/schedule-save-view-light.png?fit=max&auto=format&n=-9baeGq43YiMil8E&q=85&s=88e6f01308dd6c7d13635b598e974fae" alt="The schedule with the view editor open under the pills: an icon and colour button, an empty name field reading e.g. My team, a short-description line, a choice of Only me or Share view, Cancel and Create view, and under them the location filter the new view has captured from the page" className="block dark:hidden" width="2944" height="1840" data-path="images/articles/schedule/schedule-save-view-light.png" />

  <img src="https://mintcdn.com/beginltd/-9baeGq43YiMil8E/images/articles/schedule/schedule-save-view-dark.png?fit=max&auto=format&n=-9baeGq43YiMil8E&q=85&s=9a03f29b4e988305f9b10859c94ad7ad" alt="The schedule with the view editor open under the pills: an icon and colour button, an empty name field reading e.g. My team, a short-description line, a choice of Only me or Share view, Cancel and Create view, and under them the location filter the new view has captured from the page" className="hidden dark:block" width="2944" height="1840" data-path="images/articles/schedule/schedule-save-view-dark.png" />
</Frame>

## What a view carries, and what it does not

| A view carries                                          | A view does not                                                                      |
| ------------------------------------------------------- | ------------------------------------------------------------------------------------ |
| Its own filters, which any chip you add narrows further | Change or publish a single shift                                                     |
| The grouping, ordering and card fields you had set      | Widen anyone's access: each person still sees only the shifts their role allows      |
| The period it opens in, from day to year                | Move you in the calendar: the pill changes the span, not the week you are looking at |

Changes to your selected view’s grouping or card fields save as you go. Added filter chips narrow the results without changing the saved view.

Find a saved view with **Search**, using the name on its pill. If someone duplicated it in another language, its copy suffix follows your language.

<AccordionGroup>
  <Accordion title="If I publish while My shifts is selected, what goes out?">
    Only your own drafts in that period. **My shifts** narrows the count on **Publish**, and the
    publish itself, the same way a filter does.
  </Accordion>

  <Accordion title="Can people I share a view with change or delete it?">
    Deleting one is yours alone, or an administrator's. Changing it depends on how you shared it:
    somebody you gave **Can edit** can change it, **Can view** cannot, and a view shared with
    **Everyone** can be changed only by you or an administrator.
  </Accordion>

  <Accordion title="Why does filtering to Cancelled show nothing?">
    Cancelled and rejected blocks are hidden before any filter runs. Switch on **Show cancelled and
    rejected** under **Display**, behind **Show all**, and the **Status** filter can find them.
  </Accordion>
</AccordionGroup>

**Context for an assistant answering questions about schedule filters and saved views.** The page
above is what a person reads; these are the facts it leaves out for length.

* **Who can:** the permission behind each filter. **Position**, **Location**, **Department** and
  **Person** each need **Data access** on that thing; **Time entries** needs **View others' time
  entries**; **Policy** and **Absence group** need **View others' time-off details**. A saved
  view's chip for something the reader has since lost access to is dropped rather than applied.
  Labels are rolling out gradually; a workspace without them has no **Labels** filter.
* **Where:** **Specific** takes whole roles as well as named people, each set to **Can view** or
  **Can edit**, and it will not save until it names at least one.
* **Limits:** nothing caps how many views a workspace keeps, how many filters you stack, or how
  many values one filter holds. A view's name is at most 120 characters and its description 2000.
* **Terms:** the pills are **saved views**, the period is **Layout**, and the bands are
  **Grouping**. In the product "view" means the pill alone.
* **Begin AI:** cannot make, change or apply a schedule saved view, and has no filter tool. Its
  saved-view tools build reports and table views only.
* **Often confused with:** the **Display** toggles. **Show open shifts**, **Show cancelled and
  rejected** and **Show weekends** are not filters, but a view stores them alongside its own.

## Next

<Columns cols={2}>
  <Card title="Publishing" icon="eye" href="/for-managers/schedule/publishing">
    How a draft period reaches the team, and what the filters do to it.
  </Card>

  <Card title="Editing in bulk" icon="layer-group" href="/for-managers/schedule/editing-in-bulk">
    Act on every shift a filter found, in one go.
  </Card>
</Columns>

## Still need help?

<Columns cols={2}>
  <Card title="Contact support" icon="envelope" href="mailto:support@heybegin.eu">
    Email the Begin team and we'll get back to you.
  </Card>

  <Card title="Ask Begin AI" icon="comment-dots" href="?assistant=open">
    Open the AI assistant and get instant answers based on these docs.
  </Card>
</Columns>
