How to Create Excel-Like Custom Views / Segmented Views?

What are custom views?

When you want to analyze only limited yet important data from a ton, Excel provides this mind-blowing benefit. Show / hide data columns, apply filters and save it. This is a custom view.

Similarly like Excel, Smart Manager allows you to create custom views for all WordPress custom post types – WooCommerce products, orders, coupons, users, blog posts, etc.

Custom views are very useful to view only limited data for the following and any custom post types –

  • Products – stock fields like name, regular and sale price, quantity, category
  • Orders – name, email, address, order status, payment method, line items (product purchased in the order)
  • Coupons – coupon code, amount, discount type, validity, usage limit
  • Users – name and address, lifetime value, last order date
  • Posts / Pages – Title, content, meta description, publish date

Here’s how to create a custom view

  • On the Smart Manager Dashboard, select a post type from the dropdown (Products in this example)
  • Click on the ‘Columns’ icon to show / hide the required columns
  • Apply search filters, do bulk edit operation if you wish to
  • Click on the Custom Views > Create in the Smart Manager navigation bar
  • Choose and add a unique name for the custom view
  • Tick the ‘Public’ checkbox to grant access to anybody for this view. If unchecked, only the creator of this view & any user role granted access to the view can access it.
  • Click on Create

Your custom view is created. Repeat the above steps to create multiple custom views.

As shown in the image above, we have created a custom view named ‘Products on Sale’ with only limited columns.

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How to Update / Delete a custom view

Smart Manager automatically arranges all your created views in order, with the recent one at the top (under the post type dropdown). You will find it under ‘Recently saved views’ as well as ‘All saved views’ (The ones you have created).

To update an existing custom view

  • Select the view from the dropdown
  • Perform bulk edit operation, inline edit, search operation or other if any
  • Click on Custom Views > Update and click on the Update button

Your current custom view will be updated.

To delete an existing custom view

  • Select the view from the dropdown
  • Click on Custom Views > Delete and click on the Yes button

The view will be deleted. Views once delete cannot be restored back.

Note – Only the user who created the view can update or delete the view.

You can also export data from custom views as CSV by clicking on the ‘Export CSV’ icon .

Learn more about custom views