Save and reuse Explore views to stay focused on the work that matters. A saved view preserves the current configuration so you can return to common investigation workflows without reapplying settings each time.

Explore saved views are part of the **Saved Views** shared component used across Coralogix products. The core experience is the same in each product; the options that get saved differ.

## What an Explore saved view captures

| Option                  | Description                                                           |
| ----------------------- | --------------------------------------------------------------------- |
| **Query**               | The current Lucene or DataPrime query and dataset                     |
| **Fields**              | The favorite fields shown in the sidebar                              |
| **Table settings**      | The column layout and formatting                                      |
| **Time range**          | The selected time range, with optional **Lock time** to fix the range |
| **Set as default view** | Makes this the default landing view in Explore                        |

In Explore, filter conditions are part of the query, so the **Filters** option that appears in Cases and Alerts is not surfaced separately here. The **Widget state** option, unique to Infrastructure Explorer, also does not apply.

## Create a saved view

1. Configure Explore using your query, fields, and table settings.
1. Select **Save** to open the **Save View** panel.
1. In **View name**, enter a descriptive name.
1. Set the **Time range**. Enable **Lock time** to fix the time range so it does not auto-update when the view is reopened.
1. Under **Configuration options**, toggle which settings to save:
   - **Query:** Save the current Lucene or DataPrime query and dataset.
   - **Fields:** Save the favorite fields shown in the sidebar.
   - **Table settings:** Save the column layout and formatting.
1. (Optional) Enable **Set as default view** to make this the landing view in Explore.
1. Select **Save view**.

## Use saved views

- Select **All views** to open the saved views panel.
- Find views under **Recent** or **All views**.
- Use **Search saved views** to locate a view by name.
- Select a saved view to apply it.

The active view appears as a tab next to **Explore 1** at the top of the page.

## Save changes to a loaded view

Explore uses a **Save changes** button instead of the **Update current view** / **Save as new view** menu used in Cases and Infrastructure Explorer. The button appears in the top-right of the page when the loaded view has unsaved changes.

To save the current state as a new view, open the **All views** panel and select **Save** to open the **Save View** panel, then enter a new view name.

## Edit, clone, or delete a saved view

Manage existing saved views from the more actions menu:

1. Open **All views**.
1. Locate the view.
1. Open the more actions menu next to the view.
1. Select one action:
   - **Edit:** Update the view name or saved configuration.
   - **Clone:** Create a copy you can modify without changing the original.
   - **Delete:** Permanently remove the view.

## Share a saved view

To share a saved view with a teammate, copy the page URL after the saved view is loaded. Opening the URL applies the same query, filters, table settings, and time range.

In Explore, you can also select **Copy URL** in the top-right action bar to share the current view.

## Set the team default view

Admins can set a team-level default view so every team member lands on the same Explore configuration by default. Individual users can still override the team default for themselves.

To set the team default:

1. Open **Settings** and navigate to the Explore section.
1. Under **Team default view**, select an existing saved view from the dropdown.
1. Select **Save**.

To override the team default for your own account, load any saved view and enable **Set as default view** in the **Save View** panel — your personal default takes precedence over the team default.

This feature requires the `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE` permission, included only in the Platform Admin system role by default. Team members need `EXPLORE-TEAM-DEFAULT-VIEWS:READ` to see the configured team default in their own settings page.

## Access policy

By default, a new saved view is **Private** — only you can see it. To share a view, switch the mode to **Advanced** and configure an access policy on the view. The available access levels for saved views are:

- **No Access** — team members cannot see the view unless they have an explicit group rule.
- **Read** — everyone on your team can see and load the view.
- **Manage** — everyone on your team can see, load, and modify the view.

Follow these steps from the resource settings panel.

### Step 1. Open the resource settings

Navigate to the resource (for example, a Custom Dashboard). Open its settings from the settings icon or more actions menu, then scroll to the **Access Policy** section.

### Step 2. Select an access mode

Use the **Who can access this `<resource>`** dropdown to pick a mode:

- **Private** — only you can view and edit the resource. No further configuration is needed; save your changes and you're done.
- **Advanced** — opens the full policy editor for target group rules, general access, and policy permissions. Continue with the steps that follow.

### Step 3. Apply to target groups (optional)

In the **Apply to target groups** section, define per-group access:

1. Search for and select a group in the group field.
1. Select an access level from the action dropdown. Available options differ by resource type — for example, **Read**, **No Access**, or **Manage** for saved views.
1. Select **Apply** to commit the rule.
1. Repeat to add more rules. To remove a rule, select the remove icon next to it.

### Step 4. Set general access

In **General access**, select the default access level for everyone on your team who isn't covered by a target group rule. Available options differ by resource type.

### Step 5. Configure policy permissions (optional)

To control who can view or edit the policy configuration itself, toggle on **Policy permissions**. This reveals a **Policy** column next to each rule, including the general access row. Set the policy access level for each row as needed.

### Step 6. Save your changes

Select **Save** to activate the policy. To restore the default configuration, select **Reset**.

For the cross-product model, examples, and FAQs, see the [access policies overview](https://coralogix.com/docs/user-guides/aaa/access-control/policies/index.md).

## Permissions

To create, view, or share saved views in Explore, your role needs the right combination of role-based permissions and policy permissions. The full list lives on the [Explore permissions page](https://coralogix.com/docs/user-guides/data_exploration/permissions/index.md); the essentials:

- **View and manage shared views:** `EXPLORE-SAVED-VIEWS:READ`, `EXPLORE-SAVED-VIEWS:MANAGE`
- **Create and edit access policies on saved views:** `EXPLORE-SAVED-VIEWS:READACCESSPOLICY`, `EXPLORE-SAVED-VIEWS:UPDATEACCESSPOLICY`
- **Manage the team default view:** `EXPLORE-TEAM-DEFAULT-VIEWS:READ`, `EXPLORE-TEAM-DEFAULT-VIEWS:MANAGE`
- **Select target groups when building a policy:** `TEAM-GROUPS:READSUMMARY`, `TEAM-GROUPS:READCONFIG`

System-wide policy overrides (`access-policies:UpdateAll` and `access-policies:ReadAll`) are not included in any out-of-the-box system role.

## Related resources

[Explore overview](https://coralogix.com/docs/user-guides/monitoring-and-insights/explore-screen/logs-in-explore-screen/) [Saved views in Cases](https://coralogix.com/docs/user-guides/cases/saved-views/) [Saved views in Infrastructure Explorer](https://coralogix.com/docs/user-guides/infrastructure/infrastructure-explorer/saved-views/)