Create and Manage Organization Views

In the Analytics module, the main data display is called a view. The Analytics module will present a generic default view that you can add filters and data fields to in order to create custom reports, which can be shared and exported. This article will show you how to create, rename, and delete an Organization View, which is a view that is accessible to all other members of an organization.

Create an Organization View

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

2. Navigate to the Analytics module:

   

3. Navigate to the Views dropdown and select an existing view from the list to work from, if desired:

   

4. 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 or uncheck the checkboxes next to the Data Fields (columns) you desire to add or remove for your view:

      

      Note:

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

      

   3. Click the Refresh View button:

      

5. Click the Filters button to add or remove filters, if desired:

   

   Note:

   The data fields, conditions, and conditional options available in the filter dropdowns will depend on your organization's settings and the parameters of your current view.

   1. Click the Add Filter button to add a filter, as needed:

      

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

         

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

         

      3. Type or select an option from the conditional option dropdown list, if applicable:

         

      4. Click the Apply button:

         

   2. Or click the Delete button (red trash can icon) to the right of a set of filters to remove the filters from the view:

      

6. Click the Save View button:

   

7. Fill in the Save View information fields:

   

   • View Name: Enter a unique name for the analytics view

   • View Access: Select Share with Organization to save this view for your use by your organization’s Agenda and Meeting Management Select users

8. Check the My Default View checkbox to make this the default view of your Analytics module, if desired:

   

9. Click the Save View button to save your organization view:

   

10. Your organization view will now appear as an option in your Views dropdown under Organization Views:

    

Rename an Organization 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 organization 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 renamed organization view will appear as an option in your Views dropdown under Organization Views

Delete an Organization 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 organization view you wish to delete under Organization 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 Organization view has been deleted