Creating and Saving Views

Saved Views allow users to set Route Options and filter their Orders page using custom criteria, and save these filters & options to plan any future routes that require the same criteria. Saved Views can be created in under 30 seconds and used permanently for any future route planning.

Saved views are shared across a single EasyRoutes subscription. Everyone who uses EasyRoutes on your account sees the same views, and changes one person makes apply for everyone.

In the example below, we've created a Saved View containing orders that are not currently added to a route, and limited the Saved View to only include orders within a specific city:

Follow along below for a step-by-step breakdown of how to create and work with your own Saved View.

Access your filter controls:

Navigate to your EasyRoutes Orders page, and click the Add filter button above your list of orders to access currently available filters:

Details on all available filters can be found in our Order Filters documentation.

Select any desired filters:

Choose your desired filter(s) from the available list - any number of filters can be added at once to pinpoint exactly the orders you need:

• By default, the Contains address filter will be applied, as EasyRoutes requires an order's address in order to add them to a route.
• We've selected Route > Not routed for our next filter, so the orders table below will only display orders that have not yet been added to a route.
• Our next filter is City, which allows us to select from a list of cities that are present in the orders table below. More than one city can be selected at once to cover wider delivery areas.
• Repeat this step to add as many different filter types as required to narrow the orders table to your route planning needs.

Create a Saved View:

At the top of the Orders page there’s a row of tabs: New Route (the default tab), followed by any saved views. Click the Create view (+ plus button) at the end of that row to save your current filters and Route Options as a new view.

Input a name for the Saved View that accurately represents what type of orders it contains - in our example, Toronto Unrouted Orders. You can always update the Saved View later to change its name, or add/remove filters at any point after creating it - more on this below.

If you’ve changed a saved view and haven’t yet re-saved it, you'll need to save or undo those changes before you can create a new view.

Access your Saved View:

After clicking the Save button, your new Saved View will be added as a tab at the top of your Orders page for quick access:

Click into this tab at any time to instantly add any orders that match your Saved View's filters to the map, ready to create a route in a single click.

Route Options and Saved Views:

Any Route Options that are active when creating a Saved View will also be saved. Let's update our Saved View to give drivers 5 minutes at each stop to finish their deliveries, and limit routes to a maximum of 3.5 hours:

Route Options can also be configured to suit your delivery needs before creating a Saved View. Details on all available route options can be found in our Route Options documentation.

Updating a Saved View:

Update Saved Views to add or remove filters at any time. Let's add an additional filter to only show orders with an Open status, and update our Saved View to include this filter too:

This Saved View now contains all three filter types we've added, as well as both Route Options we've enabled.

Renaming or Removing a Saved View:

Saved Views can be renamed or removed at any time using the dropdown menu beside each Saved View's tab:

You can also Duplicate an existing view from the same dropdown. It’s a quick way to make a similar view, and it’s available as soon as any pending changes to the view are saved.

Additional Tips & FAQs:

(EasyRoutes for Shopify only) If your orders don't automatically show up on the map as pins when you click into a Saved View, access your EasyRoutes Settings > Orders tab, and ensure the Automatically add orders to map when on a saved view checkbox is ticked within the Additional options section:

Can I make a saved view my default when opening the EasyRoutes Orders page?

No - the Orders page always opens on the New Route tab. That tab shows every order with an address from the period set in your EasyRoutes Settings > Orders tab > Show orders from the last: dropdown menu, including orders already on a route. Applied Route Options start from the last ones used to create a route on your account.

To skip setting things up each time:

• One-click into your saved view’s tab whenever you open the Orders page.
• Use Suggest Matching Orders to add new orders to an existing route as they come in - enable this Route Option prior to creating your view, or apply it after creation using the steps to update a view above.
• Use Workflows / Autopilot to create routes on a schedule using a filter set and route options that match those on any saved view.

Orders aren’t being added to my saved view

• EasyRoutes for Shopify: check that Automatically add orders to map when on a saved view is ticked in Settings > Orders.

  EasyRoutes for Web: saved views don’t add orders to the map automatically. Select the orders in the table using the checkboxes, and click Add order(s) to map.

• Filters: the order must match every filter in the view, such as delivery method, tags and delivery date.
• Already routed: if the view uses Route > Not routed, orders that are already on a route won’t appear.  While we do recommend applying this filter to any views to avoid re-delivering in error, it may not apply directly to your delivery workflows.
• Order age: the order must be within your Show orders from the last: setting in your EasyRoutes Settings > Orders tab, which is 60 days by default.
• Too many orders: if you see “Not all orders are displayed on the map”, the view matches more orders than the map can show. You can still create a route, and use the table to add or remove orders. If you regularly plan with more orders than the map view allows, reach out to our support team directly for additional options here; note that app performance may become temporarily degraded when the map contains extremely large quantities of stops.