> ## Documentation Index > Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt > Use this file to discover all available pages before exploring further. # Set the default worksheet saved view > Module path accepts recipients, campaigns, sponsorships or donations. Preference belongs to the authenticated user and organization. Only active saved view/report definitions in a valid existing context are eligible; current context permission is checked. Campaign and recipient surfaces remain separate. Replaces this user’s default with an accessible definition, including legacy donor definitions. Returns 404 when the saved definition is unavailable. ## OpenAPI ````yaml put /admin/saved-view-defaults/{module} openapi: 3.0.0 info: title: Gratona API description: >- REST API for the Gratona fundraising platform, including donor, donation, sponsorship, program, event, and integration workflows. Endpoints are organized by tag. Most endpoints require either a Passport bearer token or an issued API key — see the Security Schemes section. contact: name: Gratona Engineering url: https://gratona.com email: devs@gratona.com version: 1.0.0 servers: - url: https://api.gratona.com/v1 description: Server Version 1.0.0 security: [] tags: - name: Auth description: >- Login, signup, logout, password reset, and email verification for admin users and donors. - name: Donors description: >- Donor records: CRUD, profile fields, household linkage, search, filters, merge, and duplicate detection. - name: Donations description: >- Individual donation records, recurring commitments, soft credits, refunds, designations, and exports. - name: Sponsorships description: >- Donor-to-entity commitment relationships, lifecycle transitions, and commitment-specific filters. - name: Entities description: >- Recipient records (children, families, projects, animals, etc.), their status, and entity-level fields. - name: Programs description: >- Program / campaign configuration: hierarchy, settings, and program-level metadata. - name: Forms description: >- Custom form builder (HysForm), form fields, standardized donor fields, and field migrations. - name: Trips description: >- Mission-trip management: trips, participants, budgets, tasks, e-signatures, fundraising milestones, and background checks. - name: Communications description: >- Email templates, SMS, newsletters, donor email manager, and per-donor notes. - name: Payments description: >- Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks). Excludes inbound webhooks — see the Webhooks tag. - name: Reports description: Dashboards, analytics, scheduled reports, and exports. - name: Admin description: >- Client-account administration: users, groups/permissions, settings, integrations, and account lifecycle. - name: Donor Portal description: >- Endpoints consumed by the donor-facing portal (donor login, dashboard, donation history, messages). - name: Recipient Portal description: Endpoints consumed by the recipient-facing portal. - name: Public description: >- Unauthenticated public endpoints: donor signup, public trip pages, peer-to-peer campaigns, public checkout. - name: Webhooks description: >- Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr, DropboxSign). Annotated minimally for reference; payload shapes are owned by the upstream provider. - name: Events description: >- Event setup, invitations, registration, ticketing, attendance and event reporting. - name: Journeys description: >- Journey graphs, activation, enrollment, message templates and event follow-up automations. - name: Tasks description: Workspace tasks, assignments, saved task views and record collaboration. - name: Fundraising description: >- Fundraising portfolios, stewardship plans, giving anniversaries and personal donor follow-up. - name: Impact Stories description: Story intake, review, assets, consent and publication workflows. - name: Integrations description: Workspace integration connections, mappings, synchronization and recovery. - name: Email Calendar description: Connected email/calendar accounts and donor interactions. - name: Spaces description: Workspace Spaces and collaborative Pages. - name: Library description: Workspace documents, source connections, files and analysis. - name: Intelligence description: Donor intelligence and Tali workspace workflows. - name: Automation description: >- V3 automation primitive discovery, input validation, invocation and Zapier contracts. - name: Schema description: V3 model, enum, capability and scope discovery. - name: Zapier description: Zapier automation connections, polling feeds and actions. - name: Files description: Files - name: Client description: Client - name: Payment Gateways description: Payment Gateways - name: Email Settings description: Email Settings - name: Admin Dashboard description: Admin Dashboard - name: Recipients description: Recipients - name: Historical Archived Updates description: Historical Archived Updates - name: Team & access description: Team & access - name: Settings description: Settings - name: Notifications description: Notifications - name: Participation description: Participation - name: Users description: Users - name: Wrapped description: Wrapped - name: Donor SignUp description: Donor SignUp - name: Frontend description: Frontend - name: User description: User - name: Workspace description: Workspace paths: /admin/saved-view-defaults/{module}: put: tags: - Donors summary: Set the default worksheet saved view description: >- Module path accepts recipients, campaigns, sponsorships or donations. Preference belongs to the authenticated user and organization. Only active saved view/report definitions in a valid existing context are eligible; current context permission is checked. Campaign and recipient surfaces remain separate. Replaces this user’s default with an accessible definition, including legacy donor definitions. Returns 404 when the saved definition is unavailable. operationId: WorksheetSavedViewDefaultController_update parameters: - name: module in: path description: Worksheet surface; campaign and recipient defaults are separate. required: true schema: type: string enum: - recipients - campaigns - sponsorships - donations example: recipients example: recipients requestBody: required: true content: application/json: schema: required: - filter_preference_id properties: filter_preference_id: description: Eligible saved view/report definition ID. type: integer minimum: 1 example: 42 type: object responses: '200': description: Set the default worksheet saved view completed. content: application/json: schema: properties: message: description: Confirmation. type: string example: Default worksheet view updated. data: $ref: '#/components/schemas/CrmApiSavedViewRecord' type: object '401': description: Authentication is required. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '403': description: Insufficient permission or feature access. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '404': description: Saved definition/module is unavailable. content: application/json: schema: $ref: '#/components/schemas/NotFoundResponse' security: - bearerAuth: [] - apiKeyAuth: [] components: schemas: CrmApiSavedViewRecord: properties: id: description: Saved view/report ID. type: integer example: 42 client_id: description: Organization ID. type: integer example: 42 owner_user_id: description: Saved definition owner. type: integer example: 42 nullable: true hysform_id: description: Form/program context; zero is the all-records context. type: integer example: 42 module_id: description: >- Module ID: donors 1, recipients/campaigns 2, sponsorships 3, donations 4; null is legacy donors. type: integer example: 42 nullable: true sponsorships: description: Saved sponsorship scope. type: integer example: 42 nullable: true name: description: Saved definition label. type: string example: Example nullable: true fields: description: Raw stored JSON string for fields. type: string example: '[]' nullable: true column_fields: description: Raw stored JSON string for column fields. type: string example: '[]' nullable: true column_order: description: Raw stored JSON string for column order. type: string example: '[]' nullable: true date_range: description: Raw stored JSON string for date range. type: string example: '[]' nullable: true footer_calculations: description: Raw stored JSON string for footer calculations. type: string example: '[]' nullable: true sort_key: description: Saved sort key. type: string example: Example nullable: true sort_order: description: Saved direction. type: string example: Example nullable: true search_query: description: Saved search text. type: string example: Example nullable: true related_config: description: >- Related worksheet configuration; decoded object/list for direct saved-view writes, or encoded JSON string through legacy report catalog writes. May contain program_surface. oneOf: - type: object additionalProperties: true - type: array items: type: string - type: string example: '{}' - type: string enum: - null nullable: true snapshot: description: Whether the definition is a snapshot. type: boolean example: false type: description: view/report or legacy null/empty. type: string example: Example nullable: true created_at: description: Created. type: string format: date-time example: '2026-10-20T12:00:00Z' nullable: true updated_at: description: Updated. type: string format: date-time example: '2026-10-20T12:00:00Z' nullable: true deleted_at: description: Deleted. type: string format: date-time example: '2026-10-20T12:00:00Z' nullable: true type: object ErrorResponse: title: ErrorResponse description: >- Generic error envelope used by most controllers. Most error responses pair a human-readable `message` with `status: error`. Some endpoints additionally include `errors` (validator errors), `error` (legacy single-error string), `code`, or domain-specific context fields. required: - message properties: message: description: Human-readable error message. type: string example: Something went wrong. Please try again. status: description: >- Always the literal string `error` for failures. Some endpoints omit this field. type: string example: error error: description: Legacy single error code/string used by older endpoints. type: string example: invalid_request nullable: true code: description: >- Optional application-level error code (not all endpoints populate this). type: string example: DONOR_NOT_FOUND nullable: true type: object NotFoundResponse: title: NotFoundResponse description: >- Returned with HTTP 404 when a resource lookup misses (typically because the id doesn't exist OR is scoped to a different `client_id`). Note: many endpoints intentionally collapse 'not found' and 'forbidden' into a single 404 to avoid leaking which records exist in another tenant. required: - message properties: message: description: >- Human-readable message. Often a more specific string like `Donor not found` or `Trip not found`. type: string example: Not Found status: type: string example: error type: object securitySchemes: bearerAuth: type: http description: Passport bearer token authentication for legacy admin sessions. scheme: bearer bearerFormat: JWT apiKeyAuth: type: apiKey description: Gratona API key sent with the compatibility header X-HYS-API-Key. name: X-HYS-API-Key in: header ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.