Saved Views & Custom Filters

Find the right records instantly with saved, shareable views

Define a filtered, sorted view of your governance records once — then reopen it, share it, and report from the same definition every time, instead of rebuilding filters by hand.
For
DPO
ISO
CISO
GDPR Art. 30
ISO 27001:2022 Annex A 5.34
ISO 27001:2022 Annex A 5.37
The challenge

Rebuilding the same filters every session is lost time

Your governance records — processing activities, assessments, vendors, assets — live in one register, but the slice you actually need is buried under everything else. Every session starts the same way: re-apply the filters, re-sort the columns, narrow to the right organizational unit, then finally start the work.

When a colleague needs the same slice, you copy a filtered export into a spreadsheet. It drifts the moment a record changes, and two people reporting on the same scope end up showing two different pictures.

That inconsistency is the real exposure. When a supervisory authority or auditor asks for processing activities for one entity at one maturity, you need a single definitive view — not three versions assembled by hand under pressure.

What you can do

What you can do with Saved Views

  • Save any filtered, sorted view with its layout — define it once, reopen it instantly.
  • Filter by category, status, and organizational unit to scope records to the entity you own.
  • Filter by assessment template and target maturity to isolate the activities a review needs.
  • Share saved views across users and teams so everyone reports from the same definition.
  • Pull filter values built server-side per object type — options reflect actual data, not a stale picklist.
  • Filter on linked elements and standards using optimized inverse queries across related records.
Business outcomes

What it delivers to your program

  • Start working, not configuring — a saved view reopens your exact scope, so recurring reviews lose the per-session setup cost.
  • One definition, one number — shared views mean every team member reports from the same scope, ending reconciliation between conflicting spreadsheets.
  • Defensible answers on demand — when an auditor names a scope, you open the matching view instead of rebuilding it under pressure.
  • Filters that stay true to the data — server-built filter values keep views accurate as records change, with no manual re-collection.
Built for compliance

Built for compliance

Saved Views operate over the same governance register that carries your statutory records, so the view is part of how you keep that register usable and auditable — not a separate claim.

What DPMS doesMaps toHow
Keeps processing-activity records findable and reportableGDPR Art. 30(1)Saved, scoped views over the Article 30 register by entity and status
Helps you evidence protection of PII recordsISO 27001:2022 Annex A 5.34Consistent, access-controlled views rather than ad-hoc exports
Documents repeatable operating proceduresISO 27001:2022 Annex A 5.37Reusable, shared view definitions for recurring reporting
See how this maps to your obligations — book a 30-minute demo focused on Saved Views.
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Why Priverion

Why Priverion

Unlike general-purpose GRC tools that bolt filtering onto a generic table, here a saved view is a persisted, shareable object — not per-session UI state that vanishes when you log out. Filter values are computed server-side per object type, including linked-element and standard-based filters, so a view spanning related records stays accurate. And because this lives inside a single privacy and InfoSec platform, the records you filter — ROPA, assessments, vendors, assets — are the same governed records used everywhere else, with no re-keying.

FAQ

Questions DPOs ask before a demo

Can I share a saved view with my team?
Yes. Saved views are persisted objects you can share across users and teams, so everyone works and reports from the same filtered, sorted definition rather than a copied export.
What can I filter on?
Category, status, organizational unit, assessment template, and target maturity — plus linked-element and standard-based filters. Filter values are built server-side per object type, so the options reflect your actual records.
Does a saved view update when records change?
A view stores the filter, sort, and layout, not a frozen snapshot. Reopen it and it reflects the current records matching that scope, so you avoid stale spreadsheet exports.
Does this work across multiple entities?
Yes. You can scope views by organizational unit, so each entity sees its own records while reporting stays consistent across the platform.

Ready to stop rebuilding the same filters?

See your governance records scoped, saved, and shared in one place. Book a 30-minute demo focused on Saved Views, or talk to a Priverion expert.
Book a demo