Create a Custom View

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 a Custom View.

Instructions

1. Navigate to the Analytics module
   
2. Select a Standard View from the Views drop-down list, if desired
   
3. Click Filters to add filters, if desired
   
   
   1. Select Add Filter
      
   2. Type or select a Data Field from the drop-down list
      
   3. Type or select a Condition from the drop-down list
      
   4. Type or select a Meeting Type from the drop-down list
      
   5. Select Apply
      
4. Click Data Fields to add custom data fields to your view, if desired
   
   1. Check the checkboxes next to the Data Fields (columns) you desire to add to your view
      
      
      Note: To view all available data fields, check the checkbox next to Select All.
      
   2. Click Refresh View
      
5. Select Save View
   
6. Enter a View Name
   
7. Select Private to Me (if not already selected)
   
8. If desired, select the My Default View checkbox to make this the default view of your Analytics module
   
9. Select Save View to save your custom view
   
10. Your custom view will now appear as an option in your Views drop-down under My Saved Views