Once travel data has been tagged using your workspace tag groups, you may want to view a specific filtered subset of the data without manually re-applying filter rules.

Grids provide a way to recall views of your travel data quickly. A grid represents a saved set of customizable filter rules and a tag. Grids allow you to view any travel within your workspace that meets the filtering criteria. A grid's tag can be applied to other data to associate it with the grid.

However viewing your travel data by filtering against the relationships defined via tags can also be used for tasks such as surfacing business insights related to a specific department, tracking against travel program benchmarks, or guiding your organization's travel processes based on relevant metrics.

There are two ways to create a grid:

There are two ways to create a grid from scratch: the navigation bar and the All Grids page.

Click the "Create New Grid" button in the left nav bar.

Or click the "Grids" button to open the All Grids page.

Then click the "New Grid" button on the right side of the page.

After clicking one of these buttons, fill out the details about your new grid. By default, the Grid Filters will be set to standard mode. This will apply a filter for any travel associated with the grid tag created with the name of the grid being created. If you switch to advanced mode, you can apply additional filter rules.

Alternatively, you can create the grid in standard mode and adjust the filter using the grid view page's "Filter" button.

Click the "All Travel" button on the left sidebar to open the dashboard page.

On the dashboard page, you will see the "Filter" button. Click the button and apply your desired filtering rules.

Once filtering is applied, the Filter button will change to show the number of filter rules being used, and a "Save as New Grid" button will appear to the right.

Click this button and fill out the details about your new grid. Your applied filters will appear under the "Grid Filters" Advanced Filter.

If a grid is no longer needed, it can be archived to hide it from the recent and starred grids list.

Click the "Grids" button on the left nav bar.

If you are using the card view of the all grids page, click the "Archive" menu option on the card to archive the grid.

If you use the table view of the all grids page, check the box in the row of the grid(s) you would like to archive and click the "Archive selected" button.

To unarchive a grid, change the view from "My Active Grids" to "Archived Grids" and follow the instructions above. In the Archived View, the action and labels will display the option to unarchive the grid.

If you want to remove a grid, you can do this after archiving it. Once a grid is archived, change the view to "Archived Grids," then select the "Delete" option from the menu to remove it from the workspace. Just so you know, this action is permanent, so only delete grids that will not need to be accessed in the future.