Custom Views and Saved Views

Last updated: April 10, 2026

Custom Views let you save a specific filter and layout configuration so you don't have to set it up every time you open a report.

Creating a Custom View

  1. Set your filters, columns, and layout the way you want

  2. Go to File → Custom Views → Save View

  3. Give it a name and save

Accessing Your Saved Views

  • Navigate to File → Custom Views → All Views

  • You can set any saved view as your default — it loads automatically every time you open that report

Sharing Views

Custom views are user-specific by default. If you'd like to set up shared views for your team, check with your Loop admin.

What You Can Save in a View

  • Active Report Controls (dates, carriers, modes)

  • Column visibility and order in tables

  • Custom calculations you've added

  • OTP goal thresholds

  • Page layout changes (Explore access only)

Resetting to Default

Go back to the published version of the report to undo all filters and customizations. This is a full reset — all changes are removed.