Create custom collection views with saved filters, column configurations, and personalized layouts

Custom Views Team

Custom views let you save personalized configurations of collection displays, including filters, visible columns, sorting, and layout preferences for quick access to frequently used data perspectives.

Overview

Use custom views to:

Save complex filters - Store multi-criteria filters for reuse
Customize columns - Show only relevant fields
Set default sorting - Define preferred sort order
Share with team - Distribute views across workspace members
Create role-specific views - Different views for different team roles

Custom views are available on Team, Business, and Enterprise plans.

Creating a Custom View

Navigate to the collection you want to create a view for.

Configure the view as desired:

Apply filters
Select which columns to display
Set sort order
Choose display mode (table, JSON, or card)

Click Save View in the top right corner.

Provide view details:

Name: Descriptive name (e.g., "Active Premium Users")
Description: Optional explanation of the view's purpose
Visibility: Private (only you) or Shared (all team members)
Set as default: Make this the default view when opening the collection

Click Create View to save.

Custom view creation dialog showing name, description, and sharing options

View Configuration Options

Filter Configuration

Save complex multi-field filters:

// Example: Active users with recent activity
{
  "status": "active",
  "subscription.tier": { "$in": ["premium", "enterprise"] },
  "lastLogin": {
    "$gte": new Date(Date.now() - 30 * 24 * 60 * 60 * 1000)
  },
  "isDeleted": { "$ne": true }
}

Column Selection

Choose which fields to display:

Click Columns in the data explorer toolbar.

Toggle checkboxes to show/hide columns:

Select frequently used fields
Deselect technical or internal fields
Reorder columns by dragging

Configure column width and alignment:

Auto-fit
Fixed width
Left/center/right alignment

Column configuration is saved with the view.

Sort Configuration

Define default sort order:

// Single field sort
{ "createdAt": -1 }  // Newest first
 
// Multi-field sort
[
  { "subscription.tier": 1 },  // Premium first
  { "lastLogin": -1 }           // Then by recent activity
]

Display Mode

Choose how data is presented:

Table View - Tabular grid with columns and rows
JSON View - Raw JSON documents
Card View - Card-based layout for visual browsing
Compact View - Condensed table with smaller row height

Different display modes for collection views showing table, JSON, and card layouts

Managing Custom Views

Switching Between Views

Access saved views:

Open the collection in the data explorer
Click the Views dropdown in the toolbar
Select from your saved views:
- All Documents (default unfiltered view)
- Your private views
- Shared team views
Selected view loads immediately

Editing Views

Modify existing views:

Load the view you want to edit.

Make desired changes to filters, columns, or sorting.

Click Update View or Save As New to:

Update the existing view
Save as a new view (preserving the original)

Deleting Views

Remove views you no longer need:

Click the Views dropdown.

Hover over the view to delete and click the trash icon.

Confirm deletion. This action cannot be undone.

Deleting a shared view removes it for all team members. Consider making it private first if you only want to remove it from your own views.

Private vs Shared Views

Private Views:

Visible only to you
Useful for personal workflows
Not affected by team member changes
Can be converted to shared views later

Shared Views:

Visible to all workspace members
Promote consistency across team
Require appropriate permissions to edit
Can be set as default for collection

Convert a private view to shared:

Click the Views dropdown and select your private view.

Click the Share icon next to the view name.

Choose sharing options:

View access: All members or specific roles
Edit permissions: Who can modify the view
Set as team default: Make it the default for all users

Click Share View to apply.

Permission Levels

Control who can edit shared views:

Permission	Capabilities
View Only	Can see and use the view
Can Edit	Can modify filter, columns, and settings
Owner	Full control including deletion

View sharing dialog showing permission options and team member selection

Common View Examples

Customer Support View

Filter for recent support tickets:

// Configuration
{
  "filter": {
    "type": "support_ticket",
    "status": { "$in": ["open", "in_progress"] },
    "createdAt": { "$gte": "{{last_7_days}}" }
  },
  "columns": [
    "ticketId",
    "customer.email",
    "subject",
    "priority",
    "assignedTo",
    "createdAt",
    "lastUpdated"
  ],
  "sort": [
    { "priority": 1 },
    { "createdAt": -1 }
  ],
  "displayMode": "table"
}

Sales Pipeline View

Track high-value opportunities:

{
  "filter": {
    "type": "opportunity",
    "stage": { "$in": ["qualification", "proposal", "negotiation"] },
    "value": { "$gte": 10000 }
  },
  "columns": [
    "companyName",
    "contactName",
    "stage",
    "value",
    "probability",
    "expectedCloseDate",
    "owner"
  ],
  "sort": [
    { "expectedCloseDate": 1 }
  ],
  "displayMode": "card"
}

Data Quality View

Identify incomplete or invalid records:

{
  "filter": {
    "$or": [
      { "email": { "$exists": false } },
      { "email": { "$regex": "^(?![a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$)" } },
      { "phone": null },
      { "address.country": { "$exists": false } }
    ]
  },
  "columns": [
    "_id",
    "email",
    "phone",
    "address",
    "createdAt",
    "source"
  ],
  "sort": [
    { "createdAt": -1 }
  ],
  "displayMode": "table"
}

Audit View

Monitor recent changes:

{
  "filter": {
    "updatedAt": { "$gte": "{{today}}" },
    "updatedBy": { "$exists": true }
  },
  "columns": [
    "_id",
    "updatedAt",
    "updatedBy",
    "changeType",
    "fieldsModified",
    "previousValues"
  ],
  "sort": [
    { "updatedAt": -1 }
  ],
  "displayMode": "table"
}

Dynamic Filters Business

Use dynamic date filters that update automatically:

Available variables:

{{today}} - Current date at midnight
{{yesterday}} - Previous day
{{last_7_days}} - 7 days ago
{{last_30_days}} - 30 days ago
{{this_month}} - First day of current month
{{last_month}} - First day of previous month
{{this_year}} - First day of current year

Example usage:

// Always show last week's data
{
  "createdAt": {
    "$gte": "{{last_7_days}}",
    "$lt": "{{today}}"
  }
}

Dynamic filters eliminate the need to update date ranges manually, ensuring views always show current data.

Advanced View Features

Conditional Formatting Business

Highlight rows based on conditions:

{
  "conditionalFormatting": [
    {
      "condition": { "priority": "high" },
      "style": { "backgroundColor": "#fee", "fontWeight": "bold" }
    },
    {
      "condition": { "status": "overdue" },
      "style": { "backgroundColor": "#fdd", "color": "#d00" }
    },
    {
      "condition": { "value": { "$gte": 10000 } },
      "style": { "backgroundColor": "#dfd" }
    }
  ]
}

Aggregated Summaries

Show summary statistics at view bottom:

{
  "summaries": [
    { "field": "value", "operation": "sum", "label": "Total Value" },
    { "field": "quantity", "operation": "avg", "label": "Avg Quantity" },
    { "field": "_id", "operation": "count", "label": "Total Records" }
  ]
}

Nested Field Display

Display nested object fields as columns:

{
  "columns": [
    "user.email",
    "user.profile.firstName",
    "user.profile.lastName",
    "subscription.tier",
    "subscription.expiresAt",
    "metadata.source"
  ]
}

Custom view showing conditional formatting and aggregated summaries

View Templates

Creating Templates

Save view configurations as templates:

Create a well-configured view with desired filters and columns.

Click Save as Template in the view menu.

Provide template details:

Template name
Description
Applicable collection types

Share template with workspace or keep private.

Applying Templates

Use templates to quickly create consistent views:

Open any collection
Click Views > Apply Template
Select from available templates
Template configuration applies to current collection
Customize as needed and save as new view

Best Practices

View Organization

Use descriptive names - "Active Premium Users" not "View 1"
Add descriptions - Explain purpose and use cases
Organize by role - Create views for different team functions
Set sensible defaults - Choose the most commonly needed view as default
Archive unused views - Delete or make private views no longer needed

Performance

Optimize filters - Use indexed fields in filters
Limit columns - Only show necessary fields
Use pagination - Don't load all documents at once
Test with large datasets - Ensure views perform well at scale

Collaboration

Share common views - Reduce duplication across team
Document view purposes - Add clear descriptions
Standardize naming - Use consistent naming conventions
Version complex views - Save iterations as separate views
Communicate changes - Notify team when updating shared views

Keyboard Shortcuts

Speed up view management:

Shortcut	Action
`Ctrl/Cmd + S`	Save current view
`Ctrl/Cmd + Shift + S`	Save as new view
`Ctrl/Cmd + K`	Open view switcher
`Ctrl/Cmd + F`	Focus filter input
`Esc`	Clear all filters

Exporting Views

Export Configuration

Export view configuration for backup or sharing:

# Export view as JSON
curl -X GET https://api.mongodash.com/v1/views/view_abc123/export \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --output custom-view.json

Import Configuration

Import view from JSON file:

# Import view configuration
curl -X POST https://api.mongodash.com/v1/views/import \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d @custom-view.json

What's Next?

Advanced Filtering - Master complex query operators
Bulk Operations - Perform multi-document operations
Saved Queries - Save and share MongoDB queries

Custom Views Team

Overview

Use custom views to:

Save complex filters - Store multi-criteria filters for reuse
Customize columns - Show only relevant fields
Set default sorting - Define preferred sort order
Share with team - Distribute views across workspace members
Create role-specific views - Different views for different team roles

Custom views are available on Team, Business, and Enterprise plans.

Creating a Custom View

Navigate to the collection you want to create a view for.

Configure the view as desired:

Apply filters
Select which columns to display
Set sort order
Choose display mode (table, JSON, or card)

Click Save View in the top right corner.

Provide view details:

Name: Descriptive name (e.g., "Active Premium Users")
Description: Optional explanation of the view's purpose
Visibility: Private (only you) or Shared (all team members)
Set as default: Make this the default view when opening the collection

Click Create View to save.

View Configuration Options

Filter Configuration

Save complex multi-field filters:

// Example: Active users with recent activity
{
  "status": "active",
  "subscription.tier": { "$in": ["premium", "enterprise"] },
  "lastLogin": {
    "$gte": new Date(Date.now() - 30 * 24 * 60 * 60 * 1000)
  },
  "isDeleted": { "$ne": true }
}

Column Selection

Choose which fields to display:

Click Columns in the data explorer toolbar.

Toggle checkboxes to show/hide columns:

Select frequently used fields
Deselect technical or internal fields
Reorder columns by dragging

Configure column width and alignment:

Auto-fit
Fixed width
Left/center/right alignment

Column configuration is saved with the view.

Sort Configuration

Define default sort order:

// Single field sort
{ "createdAt": -1 }  // Newest first
 
// Multi-field sort
[
  { "subscription.tier": 1 },  // Premium first
  { "lastLogin": -1 }           // Then by recent activity
]

Display Mode

Choose how data is presented:

Table View - Tabular grid with columns and rows
JSON View - Raw JSON documents
Card View - Card-based layout for visual browsing
Compact View - Condensed table with smaller row height

Managing Custom Views

Switching Between Views

Access saved views:

Open the collection in the data explorer
Click the Views dropdown in the toolbar
Select from your saved views:
- All Documents (default unfiltered view)
- Your private views
- Shared team views
Selected view loads immediately

Editing Views

Modify existing views:

Load the view you want to edit.

Make desired changes to filters, columns, or sorting.

Click Update View or Save As New to:

Update the existing view
Save as a new view (preserving the original)

Deleting Views

Remove views you no longer need:

Click the Views dropdown.

Hover over the view to delete and click the trash icon.

Confirm deletion. This action cannot be undone.

Deleting a shared view removes it for all team members. Consider making it private first if you only want to remove it from your own views.

Private vs Shared Views

Private Views:

Visible only to you
Useful for personal workflows
Not affected by team member changes
Can be converted to shared views later

Shared Views:

Visible to all workspace members
Promote consistency across team
Require appropriate permissions to edit
Can be set as default for collection

Convert a private view to shared:

Click the Views dropdown and select your private view.

Click the Share icon next to the view name.

Choose sharing options:

View access: All members or specific roles
Edit permissions: Who can modify the view
Set as team default: Make it the default for all users

Click Share View to apply.

Permission Levels

Control who can edit shared views:

Permission	Capabilities
View Only	Can see and use the view
Can Edit	Can modify filter, columns, and settings
Owner	Full control including deletion

Common View Examples

Customer Support View

Filter for recent support tickets:

// Configuration
{
  "filter": {
    "type": "support_ticket",
    "status": { "$in": ["open", "in_progress"] },
    "createdAt": { "$gte": "{{last_7_days}}" }
  },
  "columns": [
    "ticketId",
    "customer.email",
    "subject",
    "priority",
    "assignedTo",
    "createdAt",
    "lastUpdated"
  ],
  "sort": [
    { "priority": 1 },
    { "createdAt": -1 }
  ],
  "displayMode": "table"
}

Sales Pipeline View

Track high-value opportunities:

{
  "filter": {
    "type": "opportunity",
    "stage": { "$in": ["qualification", "proposal", "negotiation"] },
    "value": { "$gte": 10000 }
  },
  "columns": [
    "companyName",
    "contactName",
    "stage",
    "value",
    "probability",
    "expectedCloseDate",
    "owner"
  ],
  "sort": [
    { "expectedCloseDate": 1 }
  ],
  "displayMode": "card"
}

Data Quality View

Identify incomplete or invalid records:

{
  "filter": {
    "$or": [
      { "email": { "$exists": false } },
      { "email": { "$regex": "^(?![a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$)" } },
      { "phone": null },
      { "address.country": { "$exists": false } }
    ]
  },
  "columns": [
    "_id",
    "email",
    "phone",
    "address",
    "createdAt",
    "source"
  ],
  "sort": [
    { "createdAt": -1 }
  ],
  "displayMode": "table"
}

Audit View

Monitor recent changes:

{
  "filter": {
    "updatedAt": { "$gte": "{{today}}" },
    "updatedBy": { "$exists": true }
  },
  "columns": [
    "_id",
    "updatedAt",
    "updatedBy",
    "changeType",
    "fieldsModified",
    "previousValues"
  ],
  "sort": [
    { "updatedAt": -1 }
  ],
  "displayMode": "table"
}

Dynamic Filters Business

Use dynamic date filters that update automatically:

Available variables:

{{today}} - Current date at midnight
{{yesterday}} - Previous day
{{last_7_days}} - 7 days ago
{{last_30_days}} - 30 days ago
{{this_month}} - First day of current month
{{last_month}} - First day of previous month
{{this_year}} - First day of current year

Example usage:

// Always show last week's data
{
  "createdAt": {
    "$gte": "{{last_7_days}}",
    "$lt": "{{today}}"
  }
}

Dynamic filters eliminate the need to update date ranges manually, ensuring views always show current data.

Advanced View Features

Conditional Formatting Business

Highlight rows based on conditions:

{
  "conditionalFormatting": [
    {
      "condition": { "priority": "high" },
      "style": { "backgroundColor": "#fee", "fontWeight": "bold" }
    },
    {
      "condition": { "status": "overdue" },
      "style": { "backgroundColor": "#fdd", "color": "#d00" }
    },
    {
      "condition": { "value": { "$gte": 10000 } },
      "style": { "backgroundColor": "#dfd" }
    }
  ]
}

Aggregated Summaries

Show summary statistics at view bottom:

{
  "summaries": [
    { "field": "value", "operation": "sum", "label": "Total Value" },
    { "field": "quantity", "operation": "avg", "label": "Avg Quantity" },
    { "field": "_id", "operation": "count", "label": "Total Records" }
  ]
}

Nested Field Display

Display nested object fields as columns:

{
  "columns": [
    "user.email",
    "user.profile.firstName",
    "user.profile.lastName",
    "subscription.tier",
    "subscription.expiresAt",
    "metadata.source"
  ]
}

View Templates

Creating Templates

Save view configurations as templates:

Create a well-configured view with desired filters and columns.

Click Save as Template in the view menu.

Provide template details:

Template name
Description
Applicable collection types

Share template with workspace or keep private.

Applying Templates

Use templates to quickly create consistent views:

Open any collection
Click Views > Apply Template
Select from available templates
Template configuration applies to current collection
Customize as needed and save as new view

Best Practices

View Organization

Use descriptive names - "Active Premium Users" not "View 1"
Add descriptions - Explain purpose and use cases
Organize by role - Create views for different team functions
Set sensible defaults - Choose the most commonly needed view as default
Archive unused views - Delete or make private views no longer needed

Performance

Optimize filters - Use indexed fields in filters
Limit columns - Only show necessary fields
Use pagination - Don't load all documents at once
Test with large datasets - Ensure views perform well at scale

Collaboration

Share common views - Reduce duplication across team
Document view purposes - Add clear descriptions
Standardize naming - Use consistent naming conventions
Version complex views - Save iterations as separate views
Communicate changes - Notify team when updating shared views

Keyboard Shortcuts

Speed up view management:

Shortcut	Action
`Ctrl/Cmd + S`	Save current view
`Ctrl/Cmd + Shift + S`	Save as new view
`Ctrl/Cmd + K`	Open view switcher
`Ctrl/Cmd + F`	Focus filter input
`Esc`	Clear all filters

Exporting Views

Export Configuration

Export view configuration for backup or sharing:

# Export view as JSON
curl -X GET https://api.mongodash.com/v1/views/view_abc123/export \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --output custom-view.json

Import Configuration

Import view from JSON file:

# Import view configuration
curl -X POST https://api.mongodash.com/v1/views/import \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d @custom-view.json

What's Next?

Advanced Filtering - Master complex query operators
Bulk Operations - Perform multi-document operations
Saved Queries - Save and share MongoDB queries

Custom Views

Custom Views Team

Overview

Creating a Custom View

View Configuration Options

Filter Configuration

Column Selection

Sort Configuration

Display Mode

Managing Custom Views

Switching Between Views

Editing Views

Deleting Views

Sharing Views

Private vs Shared Views

Sharing a View

Permission Levels

Common View Examples

Customer Support View

Sales Pipeline View

Data Quality View

Audit View

Dynamic Filters Business

Advanced View Features

Conditional Formatting Business

Aggregated Summaries

Nested Field Display

View Templates

Creating Templates

Applying Templates

Best Practices

View Organization

Performance

Collaboration

Keyboard Shortcuts

Exporting Views

Export Configuration

Import Configuration

What's Next?

On this page

Custom Views

Custom Views Team

Overview

Creating a Custom View

View Configuration Options

Filter Configuration

Column Selection

Sort Configuration

Display Mode

Managing Custom Views

Switching Between Views

Editing Views

Deleting Views

Sharing Views

Private vs Shared Views

Sharing a View

Permission Levels

Common View Examples

Customer Support View

Sales Pipeline View

Data Quality View

Audit View

Dynamic Filters Business

Advanced View Features

Conditional Formatting Business

Aggregated Summaries

Nested Field Display

View Templates

Creating Templates

Applying Templates

Best Practices

View Organization

Performance

Collaboration

Keyboard Shortcuts

Exporting Views

Export Configuration

Import Configuration

What's Next?

On this page