# Custom views

A **custom view** is a saved combination of provider filter, timeframe, and tag scope that you can recall in one click. Useful when you find yourself setting the same filters again and again to investigate the same slice of spend.

Custom views are different from [custom dashboards](/core-features/custom-dashboards.md):

| Feature              | What it saves                                          | When to use                                   |
| -------------------- | ------------------------------------------------------ | --------------------------------------------- |
| **Custom view**      | A filter combination only (providers, timeframe, tags) | Quick recall of a specific scope              |
| **Custom dashboard** | A full layout of widgets and filters                   | A multi-widget canvas tailored to an audience |

## Where custom views apply

Custom views apply to the **Overview** page. When you select a view, the timeframe selector, provider filter, and tag filter all switch to match the saved scope. Charts, KPIs, and the recent-events table redraw with the new scope.

## Creating a view

1. On the Overview page, set the filters you want to save:
   * Timeframe (e.g. last 90 days)
   * Providers (e.g. OpenAI + Anthropic only)
   * Tags (e.g. `team:vision`)
2. Open the view selector dropdown at the top right of the page.
3. Click **+ Save current as view**.
4. Name it (e.g. *Vision team — quarter view*).
5. Save.

## Switching between views

Click the view selector dropdown and pick from your saved views. The page applies all the filters and remembers your selection across sessions.

To return to the default scope, pick **All providers — default** at the top of the dropdown.

## Editing & deleting

Open **Custom Views** in the sidebar to manage views in one place:

* Pencil icon to rename or update the saved scope
* Trash icon to delete

Deleting an active view returns the Overview page to the default scope.

## Sharing views

Custom views are per-user. To share a view with a teammate, either tell them which filters to set, or send them the Overview URL with the filter querystring. For shareable layouts, use [custom dashboards](/core-features/custom-dashboards.md) instead.

## Limits

| Plan       | Max custom views |
| ---------- | ---------------- |
| Trial      | 1                |
| Growth     | 5                |
| Scale      | 20               |
| Enterprise | unlimited        |

If you hit the cap, the **Save current as view** button is disabled with a tooltip showing the limit. Delete an unused view from **Custom Views** to free a slot, or upgrade your plan.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.finora.services/core-features/custom-views.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.