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 you can add filters and data fields 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 by 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. 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 Share with Organization button:

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 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 edited 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