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Saved Views is currently in Beta.

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Overview

Saved Views is a dedicated page in your Deeto sidebar where you store named, reusable filters of your Knowledge Hub data. Instead of rebuilding the same combination of filters every time you need to find a specific segment of your advocates, companies, or content — you set it up once, save it, and return to it in one click. Each view is personal to the user who created it. You can see who owns each view from the Owner column in the list.

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View Types

Views are organised into three main types, each corresponding to a tab in the Knowledge Hub. These are also the filter tabs you see at the top of the Saved Views list: Two additional view types exist and appear in your list, but don’t have their own filter tab:

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Creating a View

There are two ways to create a view:

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From the Knowledge Hub

This is the most common way. Navigate to the Knowledge Hub, open the tab you want (Assets, People, Companies, or Leads), and apply the filters that define the segment you want to save. When your filters are set, click the Save view button. Give the view a clear name and it will be saved to your Saved Views list immediately.

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From the Saved Views page

Click + New view in the top-right corner of the Saved Views page. A dialog appears with three fields:
  • View title — give your view a clear, descriptive name
  • Select type — choose Assets, People, or Companies
  • Select category — optionally narrow to a sub-category:
    • Assets: Voice of Customer, Generated, or Raw
    • People: References or Prospects
    • Companies: no sub-category
Click Create and you’ll be taken directly into the new view where you can configure your filters.
Name views for the action they support, not just the filter. “Financial Services — Available for Calls” is more useful than “Financial Services Filter.”

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The Saved Views List

Navigate to Saved Views from the sidebar to see all your views in one place.

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Filter tabs

Use the tabs at the top to filter the list by type:
  • All — every view you’ve created
  • Favorites — views you’ve starred for quick access
  • Assets — Assets views only
  • People — People views only
  • Companies — Companies views only
Leads and Win/Loss Analyses views appear under All but don’t have their own filter tab.

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Table columns

Use the search bar to find a view by name. Click the three-dot menu on any row to rename or delete a view.

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Inside a View

Opening a view takes you to the view detail page, which has two tabs: Content — shows the live filtered results. The data is always current — every time you open the view, it re-queries your data so new records that match your filters appear automatically. Insights — shows an AI-generated analysis of the records in this view. Click Generate analysis to run or refresh the analysis. Deeto AI summarises patterns, trends, and notable signals across the filtered data set.
For Win/Loss Analyses views, saving the view and generating an analysis happen together. Use the Save view and generate analysis button to do both in one step.

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Favorites

Star any view to add it to your Favorites tab for faster access. Your favorites are always one click away at the top of the filter tabs. To remove a view from favorites, click the star again.

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Managing Views

  • Rename — click the three-dot menu on any row and select Rename
  • Delete — click the three-dot menu and select Delete. The underlying data is not affected
  • Update filters — open the view, adjust your filters, and save again to overwrite the stored filter state