Report Toolbar — One Set of Controls for Every View
Shape how any Saved View displays its Records—sorting, filtering, grouping, spotlighting, and choosing Fields from one consistent toolbar that works the same way on every View type.
What Is Report Toolbar?
Report Toolbar—documented in the SmartSuite help center as the Saved View (Reporting) Toolbar—is the control bar on every Saved View for shaping how Records display: view type, visible Fields, sorting, filtering, grouping, spotlight highlighting, row and card sizing, and in-view search. It gives every team one consistent way to shape data across all of SmartSuite's Views.
Data Shaping
Sort, Filter, and Group Records from One Toolbar
Sort on one Field or several, filter with conditions combined through And/Or logic, and group Records by value lists, linked Records, dates, or numbers—with multiple groupings stacked to reflect workflow stages, status, or priority. The same controls behave the same way whether the View underneath is a grid, a board, a calendar, or a map.
Every arrangement saves with the View, so the shape you build becomes the shape the team shares.
Focus Controls
Choose Fields, Spotlight Records, and Find Anything In-View
The Fields control decides which columns or card Fields display—reordered by dragging, with the primary Field always visible. Spotlight highlights Records matching conditions you set, so the items that need attention read differently from the rest. Find runs an in-view keyword search with highlighted matches and arrow-key navigation between results.
Row height in Grid View and card sizing in Card and Kanban Views adjust from the same bar.
View Switching
Switch View Types Without Losing the Data
The toolbar switches a Saved View between nine View types—Grid, Card, Kanban, Timeline, Calendar, Map, Chart, Form, and Gantt—so the same governed Records render as a spreadsheet for cleanup, a board for standup, and a chart for the review, without duplicating anything.
Creating and managing Saved Views is role-governed: Workspace Administrators, Solution Creators, and Managers configure them, and the resulting views live in the Views Sidebar for everyone they're shared with.
Report Toolbar
Every governed workflow depends on the right slice of data reaching the right audience—auditors, risk owners, the board. The Report Toolbar is how those slices get built—without exports, formulas, or code.
Group the risk register by treatment status and sort by next review date—a working triage view built in seconds, saved once, and shared with the whole risk team.
Filter an evidence library to one framework and control family with And/Or conditions, so each auditor request gets a precise, reproducible view instead of a manual export.
Spotlight overdue attestations in the compliance register so reviewers see at a glance which items need chasing—no separate overdue report to maintain.
Show remediation cost and target-date Fields in leadership's view of the findings Table while the analyst view leads with control mapping and evidence status—same Records, different Field sets.
Pair the Report Toolbar with Advanced Permissions—the toolbar shapes what a view displays, permissions govern what each Member can ever see, and the two layers stay independent.
Every governed workflow depends on the right slice of data reaching the right audience—auditors, risk owners, the board. The Report Toolbar is how those slices get built—without exports, formulas, or code.
The Report Toolbar—documented as the Saved View (Reporting) Toolbar—is the control bar on every Saved View. It changes the View type and shapes how Records display: Fields, sorting, filtering, grouping, spotlight, row and card sizing, and in-view search.
All nine: Grid, Card, Kanban, Timeline, Calendar, Map, Chart, Form, and Gantt. The toolbar also switches a Saved View between these types without duplicating the data.
Yes. Filters combine with And/Or logic across multiple conditions, sorts stack across Fields, and Records can be grouped on multiple levels—by value lists, linked Records, dates, or numeric Fields.
Spotlight highlights Records matching conditions you set—overdue items, high-priority requests, flagged positions—so they stand out visually inside the view without filtering everything else away.
Creating, modifying, and managing Saved Views is restricted to Workspace Administrators, Solution Creators, and Managers. Configured views are then available to the Members they're shared with.
Yes. The toolbar is available on all plan types; only the creation and management of Saved Views is role-restricted.
Shape the Data Once—Share It Everywhere
Build the precise view each audience needs with sort, filter, group, and spotlight—then save it for the whole team.