Where you use the same filters on a list repeatedly, such as the Clients one Client Manager looks after or this month's unpaid Invoices, you can save those filters as a tab on the list and come back to them in one click. Saved tabs are available to Administrators, and each one can either be kept to yourself or shared with the rest of your team.

Every list has a row of tabs above its filter bar. It holds, in this order:

The tab row on People > Tutors, with All, the list's own status tabs and their counts, then a saved tab.

Lists without statuses, such as People > Students, start with just All and whatever tabs have been saved.

On a wide screen the row keeps to one line and any tabs that do not fit move into a More menu at the end. On a phone the row becomes a single switcher showing the open tab, which opens a Tabs list when you select it.

Naming a new tab after selecting + > New tab.

The unsaved tab in italics, with the Save tab options open.

To abandon a tab you have started, select the × beside Save tab.

Names have to be unique per list, so saving a second tab under a name you have already used on that list is refused and you are told you already have one with that name. Rename the existing tab, or pick another name.

Select any tab to open it. Its filters are applied, the tab is highlighted, and the filter chips below show what is in use.

A tab saves the filters rather than the results, so the list is rebuilt each time. Records that now match appear, and ones that no longer match drop out.

If you change the filters while a tab is open, a small dot appears on the tab to show its filters are no longer the ones it was saved with. Select the chevron on the open tab to decide what to do with them:

A saved tab whose filters have changed, showing the dot on the tab and the Filters changed options in its menu.

On one of the list's own status tabs, Clear filters on the filter bar takes you back to that status rather than to the bare list.

Three things sit outside that:

Select the chevron on the open tab. On your own saved tabs the menu offers:

The menu on one of your own saved tabs, opened from the chevron.

On a tab somebody else has shared, your menu offers only Hide tab and Manage tabs. You cannot update, rename, share or delete another Administrator's tab.

Select + at the end of the row, or the chevron on the open tab, and choose Manage tabs…. The dialog lists your tabs in three groups:

The Manage tabs dialog. Drag the handle on a row to reorder it, and use the switch to show or hide it.

Drag the handle on a row to reorder tabs within a group, and use the switch on the right to show or hide one. Select Done to save, or Reset to default to put the row back as it came.

A list's statuses are now a Status filter on the filter bar as well as tabs on the row. Opening the Pending tab on People > Tutors is the same as setting the Status filter to Pending, and the Status chip shows below.

The Pending tab on People > Tutors, with the matching Status filter applied below it.

That is what lets a saved tab hold a status alongside anything else - a tab for approved Tutors in one area, say, or unpaid Invoices for one Client Manager.

If you used Saved Views before, these are the differences:

Two filter changes came with it. The Unpaid tab on Raised Invoices and Payment Orders is now unpaid only and no longer includes refused payments, and Archived is now a value of the chat Status filter at Communications > Messages, so an archived chat cannot also be filtered as Active or Inactive.

Saved tabs appear on the admin list pages that have a filter bar, which covers the user lists, Jobs and Job applications, the Client Pipeline, the Lessons list, Tasks, Messages and the Accounting lists. They are not available in three places:

It was replaced in November 2026 by the tab row above the filter bar. Your saved views were moved across as tabs, so they are all still there - look along the top of the list rather than at the end of the filter bar. If you cannot see one, check Manage tabs in case it is hidden on your row.

Yes. Open the tab, change the filters, then select the chevron on the tab and choose Update. You no longer have to delete it and save it again.

On the list's own tabs, yes. Select a status tab or All and the filters you already had stay applied, and the counts on the row show how many records in each status match them. Opening a saved tab is different, as it applies the filters it was saved with and drops anything else. To get back to a tab's own filters, use Reset filters from its menu.

Either no filters are applied yet, or the set of filters you have is too long to save. Add at least one filter, or remove a few, and try again.

Check three things. It may have moved into the More menu at the end of the row if the row is full. It may be hidden on your own row, which you can undo from Manage tabs. Or you may be on a different Branch, as tabs belong to the Branch they were saved on and do not follow you when you switch.

The old per-status addresses were retired when statuses became filters, so those bookmarks now return a 'page not found'. Open the list from the menu, select the tab you want, and bookmark that address instead.

No. On a tab you shared, their menu offers only Hide tab and Manage tabs, so the most they can do is take it off their own row. Only you can rename, update or delete it - and deleting a shared tab removes it for everyone, which the confirmation warns you about.

Hiding takes a tab off your own row and changes nothing for anyone else; you can show it again from Manage tabs at any time. Deleting removes the tab itself, for you and, if it was shared, for every other Administrator too.

Only the list's own tabs show counts. Working out a count for every saved tab each time a list loads would make the page noticeably slower, so saved tabs show their results when you open them instead.

No. Opening a tab applies its filters to the list as that Administrator already sees it, so their own permissions still decide which records are returned.