YakTables Docs

How to filter records and save a view in YakTables

A team usually works from a slice of a table, such as the tickets under investigation. Saving the filter as a view puts that slice one click away for everyone, and you can export it as a CSV file.

Before you start

  • Edit access to the table to save views
Transcript

Save the slice of a table your team works from, and export it when you need it.

Open the table and choose a status. The grid now shows only the tickets under investigation.

Under Save current filters as a view, type a name and select Save view. The new view joins the chips above the table.

To share the filtered list outside YakTables, select Export this page. It downloads the matching records on this page as a CSV file.

Steps

  1. Filter the records ▶ 0:06

    Open the table. Under Status, choose a status, or type in Search records.

    Tickets grid filtered to the Investigating status

  2. Save the view ▶ 0:13

    In Save current filters as a view, enter a name, then select Save view.

    Saved view chips including Under investigation

  3. Export the records ▶ 0:22

    Optional: select Export this page to download the filtered records on this page as a CSV file.

    Export this page button next to Save view
ResultThe saved view appears as a chip above the table; selecting it reapplies the filter.

Next steps

Updated 2026-10-26