One of Hex’s superpowers has always been its flexibility for building more than just a dashboard. Modern data teams at StubHub, ClickUp, and many others are using Hex to create interactive data apps with inputs and filters that stakeholders can adjust to find the information most relevant to them.
But until now, there was a catch: every time someone visited a published app, they had to reset their inputs from scratch and wait for it to refresh — not ideal if you just want to check the same key insights over and over.
That's why we built Saved Views as a way to bookmark your favorite combinations of inputs and filters on an app, creating a shortcut for you (and others) to jump straight to the insights that matter most.
Saved Views are available on Team and Enterprise plans.
One app, many perspectives
Imagine you’ve built a data app that shows every customer’s key metrics, with tabs for their financials, product usage, engagement, and support tickets.
Different audiences can reference an app like this for different cuts of data. For example, an account executive might want to home in on accounts with declining engagement to spot churn risks, while a support lead might track high-priority tickets for top customers.
Now, instead of resetting input parameters, project filters, and filter cells every time you visit the app, you can create a saved view for quick access to the data you care about.
Editors can also list a saved view, making it easy for others to discover and use the same go-to inputs. If you’re building an app, you can anticipate what your stakeholders need and create saved views in advance so they can skip the setup and get to results faster.
Relevant alerts with the latest data
With Saved Views, app notifications just got a whole lot more powerful. Want an alert when a key metric crosses a threshold for a specific account? Now you can tie conditional notifications to a saved view, so you only get notified about the data you care about.
And if you’re checking the same view every Monday morning, why not have it ready and waiting? Schedule it to run on a regular cadence, so you’re always greeted with up-to-date insights the moment you open the app. Multiple saved views can also share the same schedule, keeping all your key insights in sync.
Want to dive in today? Get started with our Saved Views documentation.
Your shortcut to insights
From customized notifications to scheduled runs, Saved Views make it easy to find the right data, right when you need it. Just set it, save it, and jump back into the latest and greatest results.