Create and Manage Custom Views

In the Analytics module, the main data display is called a view. The Analytics module will present a generic default view to which you can add filters and data fields to create custom reports. This article will show you how to create, edit, and delete Custom Views.

Create a Custom View

1. Sign in to your solution if you have not already

2. Navigate to the Analytics module:

3. Click the Views dropdown and select a Standard View from the list, if desired:

4. Click the Filters button to add filters, if desired:

   1. Click the Add Filter button:

   2. Type or select a Data Field from the dropdown list:

   3. Type or select a Condition from the dropdown list:

   4. Type or select a Meeting Type from the dropdown list, if applicable:

   5. Click the Apply button:

5. Click the Data Fields button to add custom data fields to your view, if desired:

   1. Select the desired category on the left side of the Edit Columns modal:

   2. Check the checkboxes next to the Data Fields (columns) you desire to add to your view:

      Note:

      To view all available data fields for a category, check the Select All checkbox:

   3. Click the Refresh View button

   

6. Click the Save View button:

7. Enter a View Name:

8. Click the Private to Me button (if not already selected):

9. If desired, check the My Default View checkbox to make this the default view of your Analytics module:

10. Click the Save View button to save your custom view:

11. Your custom view will now appear as an option in your Views dropdown under My Saved Views:

Rename a Custom View

1. Sign in to your solution if you have not already

2. Navigate to the Analytics module:

3. Click the Views dropdown list and select the desired custom view from the My Saved Views section:

4. Click the Manage View button:

5. Edit the View name in the Rename View field:

6. Click the Save View button:

7. Your edited custom view will appear as an option in your Views dropdown under My Saved Views:

Delete a Custom View

1. Sign in to your solution if you have not already

2. Navigate to the Analytics module:

3. Click the Views dropdown list and select the custom view you wish to delete under My Saved Views:

4. Click the Manage View button:

5. Click the Delete button:

6. Click the Delete View button on the Delete View popup that appears to confirm the deletion:

7. The custom view has been deleted