Every list view in TripWorks now uses the same filter, view, and column pattern. Whatever you learn on one list applies to all of them — Trips, Bookings, Guests, Messages, Reviews, and more. This guide covers the three building blocks: the filter panel, saved views, and the column chooser.
The filter panel
Every list view has a filter panel along the top (or in a side drawer on smaller screens). Filters update the list as you adjust them — no "Apply" button needed.
- Active filters appear as chips above the list. Click the X on a chip to remove that filter. Click Clear all to reset.
- Search works alongside filters — searches scope to whatever the current filters return.
- Date range filters use the same picker everywhere with quick options like "Today", "This week", and "Custom".
Saved views
Once you've configured a filter set you'll use again, save it as a view so you can return to it in one click.
Save a new view
- Set up the filters and column layout you want.
- Click the views dropdown at the top of the list.
- Click Save as new view.
- Give it a name (e.g., "Tomorrow's manifests", "Unread customer messages", "5-star reviews this month").
- Save.
Switch between views
Open the views dropdown and pick the view you want. The filters, sort order, and column layout all swap in. Your last-used view is remembered per list, so it's the default the next time you open that list.
Update or delete a view
From the views dropdown, hover any view and use the menu to Rename, Update with current filters, or Delete.
Note
Saved views are personal — each team member sees their own. If you want everyone on your team to use the same view, share the URL — saved-view URLs encode the filter state.
The column chooser
Show or hide columns and reorder them to match how you work.
- Click the columns icon in the upper-right of any list view.
- Check or uncheck columns to show or hide them.
- Drag rows in the panel to reorder columns left to right in the list.
- Close the panel — your changes apply immediately.
Column layout is saved as part of the active view, so each saved view can have its own column set.
Where this lives
The shared filter + view + column pattern is available across every list view in TripWorks, including:
- Trips and Bookings
- Guests / Customer Profiles
- Reports
- Manifest list view
- Messages and Reviews list view