Outcome and audience
For teams repeating a review or standardizing an investigation.
Before you begin
You need an authorized analysis and a role permitted to create or change Saved Views.
Where to go
From Spend Explorer choose Save view; reopen it from Saved views under Workspace.
Complete the workflow
Keep the selected workspace, provider, period, currency, cost basis, and data-through date visible as you work.
- Confirm the full provider and filter scope before saving.
- Name the view and choose the allowed workspace visibility.
- Reopen it to verify provider, date policy, comparison, filters, and panels.
- Edit or delete only the named Saved View when your role permits.
Interpret the result
Every open rechecks current membership, organization state, source availability, entitlement, and dimensions.
Loading, empty, partial, and unavailable states
Loading preserves the current scope. Empty means no records match the authorized scope. Partial or stale data keeps its completed-through boundary visible. Unavailable or permission-denied states explain the missing prerequisite and never substitute zero or another provider.
Provider differences
A Saved View retains its provider and cannot silently substitute another provider when that source becomes unavailable.
Synthetic example
Illustrative example · synthetic data Example: Northstar Labs saves a private AWS weekly service comparison, then later shares it within the same workspace after review.
Common mistakes
Do not treat the URL as public access, expect deleted sources to fall back, or delete a Saved View expecting source data to be removed.