Custom Views
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.

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.
Sharing 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
Sharing a View
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