> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom views

> Create and manage custom views with different display types and filters in bLIS.

## Overview

Custom views let you save filter and display configurations for the accession list. Instead of re-applying the same filters each time, you can create a view and switch to it with one click. Each view also stores its display type, so you can have one view as a table and another as a board.

## Display types

bLIS offers three ways to display accessions. You can switch between them using the display toggle in the view options menu.

<Tabs>
  <Tab title="Table">
    The default display. Accessions are shown in a traditional table with sortable columns. Each row displays the accession ID, status, case ID, client, and date. Click a row to open the accession detail view.

    The table view is best for **browsing and sorting** large numbers of accessions.
  </Tab>

  <Tab title="List">
    Accessions are displayed as a vertical card list. Each card shows key accession information in a compact format. This is the same layout used automatically on mobile devices.

    The list view is best for **focused review** of individual accessions.
  </Tab>

  <Tab title="Board">
    Accessions are displayed in a kanban-style board, grouped into columns by status:

    | Column          | Description                                    |
    | --------------- | ---------------------------------------------- |
    | **New**         | Created but not yet received                   |
    | **Received**    | Specimens logged in, testing not started       |
    | **In progress** | At least one test has been added to a test run |
    | **Completed**   | All testing completed, report not yet sent     |

    The board view is best for **monitoring lab throughput**, shift handoffs, and identifying bottlenecks.
  </Tab>
</Tabs>

### Switching display types

<Steps>
  <Step title="Open view options">
    Click the view options button (gear icon) in the accession list toolbar.
  </Step>

  <Step title="Select a display type">
    Under **Display**, choose **List**, **Table**, or **Board**.
  </Step>
</Steps>

<Note>
  The display type toggle is not available on mobile. Mobile devices always use the list display.
</Note>

### Date display

The view options menu also lets you toggle between **Actual** dates (e.g., "02/16/2026") and **Relative** dates (e.g., "2 hours ago").

## Filtering accessions

Use the **Filter** button to narrow the accession list. Available filters:

| Filter            | Description                                                                          |
| ----------------- | ------------------------------------------------------------------------------------ |
| **My accessions** | Show only accessions you created or are assigned to                                  |
| **Status**        | Filter by accession status (New, Received, In Progress, Completed, Final, Cancelled) |
| **Hold**          | Filter by hold status                                                                |
| **Client**        | Filter by the client organization                                                    |
| **Shared client** | Filter by shared client organization                                                 |
| **Priority**      | Filter by priority level (Routine, STAT)                                             |
| **Test type**     | Filter by test type                                                                  |
| **Test spec**     | Filter by specific test specification                                                |
| **Panel**         | Filter by test panel                                                                 |

You can combine multiple filters. Active filters appear as chips in the filter bar and can be removed individually.

<Tip>
  Press `F` to quickly open the filter menu from anywhere on the accession list.
</Tip>

## Creating a view

<Steps>
  <Step title="Configure filters and display">
    Apply the filters and choose the display type you want to save.
  </Step>

  <Step title="Save the view">
    Click the **Save** button that appears in the filter bar.
  </Step>

  <Step title="Name the view">
    Enter a descriptive name (e.g., "STAT in progress", "Pending reports") and click **Save**.
  </Step>
</Steps>

The new view is saved and you are navigated to it. You can access it anytime from the sidebar.

## Editing a view

<Steps>
  <Step title="Open view options">
    Click the view options button while on the view you want to edit.
  </Step>

  <Step title="Enter edit mode">
    Click **Edit view**.
  </Step>

  <Step title="Make changes">
    Adjust filters, display type, or the view name.
  </Step>

  <Step title="Save">
    Click **Save** to apply your changes.
  </Step>
</Steps>

<Info>
  Editing and deleting views is available to lab managers only.
</Info>

## Deleting a view

Open the view options menu and click **Delete view**. Confirm the deletion when prompted. You will be redirected to the default accession list.

## Keyboard navigation

### Board view

| Shortcut                     | Action                              |
| ---------------------------- | ----------------------------------- |
| `Arrow Up` / `Arrow Down`    | Move between accessions in a column |
| `Arrow Left` / `Arrow Right` | Move between columns                |
| `Enter`                      | Open the selected accession         |

### Table and list views

| Shortcut                  | Action                      |
| ------------------------- | --------------------------- |
| `Arrow Up` / `Arrow Down` | Move between accessions     |
| `Enter`                   | Open the selected accession |

## Related

<CardGroup cols={2}>
  <Card title="Viewing accessions" icon="eye" href="/guides/viewing-accessions">
    Navigate the accession list and detail views.
  </Card>

  <Card title="Searching" icon="magnifying-glass" href="/guides/searching">
    Find specific accessions quickly.
  </Card>

  <Card title="Command menu" icon="keyboard" href="/guides/command-menu">
    Quick actions via Ctrl+K.
  </Card>
</CardGroup>