Save and reuse Explore views to stay focused on the work that matters. A saved view preserves the current configuration so you can return to common investigation workflows without reapplying settings each time. Saved views is available for both **Logs** tab and **Spans**. A view saved while you're querying logs reopens against logs; a view saved while you're querying spans reopens against spans. The saved configuration travels with the view regardless of which tab you started from. Explore saved views are part of the **Saved Views** shared component used across Coralogix products. The core experience is the same in each product; the options that get saved differ. ## What an Explore saved view captures | Option | Description | | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Query** | The current Lucene or DataPrime query and dataset (`logs` or `spans`) | | **Fields** | The favorite fields shown in the sidebar | | **Table settings** | The column layout and formatting, plus the **Content column** field selection (logs and spans) and the **Resource column** field selection (spans only) | | **Time range** | The selected time range, with optional **Lock time** to fix the range | | **Folder** | Optional folder used to organize the view in the **All views** panel | | **Set as default view** | Makes this the default landing view in Explore | In Explore, filter conditions are part of the query, so the **Filters** option that appears in Cases and Alerts is not surfaced separately here. The **Widget state** option, unique to Infrastructure Explorer, also does not apply. ## Create a saved view 1. Open the **Logs** or **Spans** view in Explore and configure your query, fields, and table settings. 1. Select **Save view**. 1. Under **Details**, enter a descriptive **View name**. 1. Set the **Time range**. Enable **Lock time** to fix the time range so it does not auto-update when the view is reopened. 1. (Optional) Under **Location**, select an existing folder from the **Folder** dropdown to organize the view, or select **Create new folder** to add a new folder. 1. Under **Access Policy**, select who can access the view. Keep the default **Private** to limit it to yourself, or open access for teammates (see [Access policy](#access-policy)). 1. Under **Configuration options**, toggle which settings to save: - **Set as default view:** Make this the default landing view in Explore. - **Query:** Save the current search query and dataset (`logs` or `spans`). - **Fields:** Save the favorite fields shown in the sidebar. - **Table settings:** Save the column layout, formatting, the **Content column** field selection (logs and spans), and the **Resource column** field selection (spans only). 1. Select **Save view**. ## Organize views in folders Use folders to group related saved views together in the **All views** panel. - **Add a view to an existing folder:** While saving, expand the **Folder** dropdown under **Location** and select the folder. - **Create a new folder:** While saving, select **Create new folder** next to the **Folder** dropdown, name the folder, and confirm. The new folder is available for future saved views as well. - **Skip the folder:** Leave the **Folder** field empty to save the view at the root of the **All views** panel. The **Folder** field is optional. ## Use saved views - Select **All views** to open the saved views panel. - Find views under **Recent** or **All views**. - Use **Search saved views** to locate a view by name. - Select a saved view to apply it. The active view appears as a tab next to **Explore (1)** at the top of the page. Each tab uses the same `Explore (N)` format: `Explore (1)`, `Explore (2)`, and so on, until you save it. ## Save changes to a loaded view When a loaded view has unsaved changes, Explore shows a **Save changes** button at the top of the page. Select it to overwrite the loaded view with your current state. To save your current state as a separate view instead, open the tab's menu and select **Save as**. The **Save view** panel opens with the current state pre-filled. Enter a different name and save. The original view stays unchanged. You can also open the **All views** panel and select **Save** to reach the same panel. ## Duplicate a tab To work on a copy of the current tab without affecting the saved view it loaded from, open the tab's menu and select **Duplicate**. The duplicated tab opens with the same query, filters, and table settings. Coralogix appends `(copy)` to the duplicated tab's name and unlinks it from the saved view, so changes you make in it do not appear under **Save changes**. ## Edit, clone, or delete a saved view Manage existing saved views from the more actions menu: 1. Open **All views**. 1. Locate the view. 1. Open the more actions menu next to the view. 1. Select one action: - **Edit:** Update the view name or saved configuration. - **Clone:** Create a copy you can modify without changing the original. - **Delete:** Permanently remove the view. ## Share a saved view To share a saved view with a teammate, copy the page URL after the saved view is loaded. Opening the URL applies the same query, filters, table settings, and time range. In Explore, you can also select **Copy URL** in the top-right action bar to share the current view. ## Set the team default view Admins can set a team-level default view so every team member lands on the same Explore configuration by default. Individual users can still override the team default for themselves. To set the team default: 1. Open **Settings** and navigate to the Explore section. 1. Under **Team default view**, select an existing saved view from the dropdown. 1. Select **Save**. To override the team default for your own account, load any saved view and enable **Set as default view** in the **Save view** panel — your personal default takes precedence over the team default. This feature requires the `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE` permission, included only in the Platform Admin system role by default. Team members need `EXPLORE-TEAM-DEFAULT-VIEWS:READ` to see the configured team default in their own settings page. ## Access policy By default, a new saved view is **Private** — only you can see it. To share it with everyone on your team, switch the mode to **Public**. To configure per-group access rules, switch to **Advanced** — the access levels available in **Advanced** mode are: - **No Access** — team members cannot see the view unless they have an explicit group rule. - **Read** — everyone on your team can see and load the view. - **Manage** — everyone on your team can see, load, and modify the view. Follow these steps from the resource settings panel. ### Step 1. Open the resource settings Navigate to the resource (for example, a Custom Dashboard). Open its settings from the settings icon or more actions menu, then scroll to the **Access Policy** section. ### Step 2. Select an access mode Use the **Who can access this ``** dropdown to pick a mode: - **Private** — only you can view and edit the resource. No further configuration is needed; skip to [Step 5](#step-5-save-your-changes) to save. - **Public** — anyone in the team with role-based access to this resource type can view and edit it. No further configuration is needed; skip to [Step 5](#step-5-save-your-changes) to save. - **Advanced** — opens the full policy editor for target group rules and general access. Continue with Steps 3–4 below. Note Steps 3 and 4 apply only to **Advanced** mode. If you chose Private or Public, go straight to [Step 5](#step-5-save-your-changes). ### Step 3. Apply to target groups (Advanced, optional) In the **Apply to target groups** section, define per-group access. Rules target groups only — to grant access to an individual user, create a single-member group. 1. Search for and select a group in the group field. 1. Select an access level from the action dropdown. Available options differ by resource type — for example, **Read**, **No Access**, or **Manage** for saved views. 1. Select **Apply** to commit the rule. 1. Repeat to add more rules. To remove a rule, select the remove icon next to it. ### Step 4. Set general access (Advanced) In **General access**, select the default access level for everyone on your team who isn't covered by a target group rule. Available options differ by resource type. ### Step 5. Save your changes Select **Save** to activate the policy. To restore the default configuration, select **Reset**. For the cross-product model, examples, and FAQs, see the [access policies overview](https://coralogix.com/docs/user-guides/aaa/access-control/policies/index.md). ## Permissions To create, view, or share saved views in Explore, your role needs the right combination of role-based permissions and policy permissions. The full list lives on the [Explore permissions page](https://coralogix.com/docs/user-guides/data_exploration/permissions/index.md); the essentials: - **View and manage shared views:** `EXPLORE-SAVED-VIEWS:READ`, `EXPLORE-SAVED-VIEWS:MANAGE` - **Create and edit access policies on saved views:** `EXPLORE-SAVED-VIEWS:READACCESSPOLICY`, `EXPLORE-SAVED-VIEWS:UPDATEACCESSPOLICY` - **Manage the team default view:** `EXPLORE-TEAM-DEFAULT-VIEWS:READ`, `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE` - **Select target groups when building a policy:** `TEAM-GROUPS:READSUMMARY`, `TEAM-GROUPS:READCONFIG` System-wide policy overrides (`access-policies:UpdateAll` and `access-policies:ReadAll`) are not included in any out-of-the-box system role. ## Related resources [Explore overview](https://coralogix.com/docs/user-guides/monitoring-and-insights/explore-screen/logs-in-explore-screen/) [Saved views in Cases](https://coralogix.com/docs/user-guides/cases/saved-views/) [Saved views in Infrastructure Explorer](https://coralogix.com/docs/user-guides/infrastructure/infrastructure-explorer/saved-views/)