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Create and Manage Organization Views

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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.

 

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Create an Organization View

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Analytics module
    The Analytics module button in the left-hand navigation menu.
  3. Click the Views dropdown and select a Standard View from the list, if desired
    The Views dropdown menu with the Standard Views options highlighted.
  4. Click the Filters button to add filters, if desired
    The white, rectangular Filters button below the Support button.
    1. Click the Add Filter button
      The white, rectangular Add Filter button below the View menu.
    2. Type or select a Data Field from the dropdown list
      The Select Data Field input box and dropdown menu.
    3. Type or select a Condition from the dropdown list
      The Select Condition input box and dropdown menu.
    4. Type or select a Meeting Type from the dropdown list, if applicable
      The Select Meeting Type input box and dropdown menu.
    5. Click the Apply button
      The gray, rectangular Apply button below the filter dropdown menus.
  5. Click the Data Fields button to add custom data fields to your view, if desired
    The white, rectangular Data Fields button which appears to the right of the Filters button.
    1. Select the desired category on the left side of the Edit Columns modal
      Data field categories which can be clicked to display lists of related data field checkboxes.
    2. Check the checkboxes next to the Data Fields (columns) you desire to add to your view
      The data field checkboxes on the Edit Columns modal.
      Note: To view all available data fields for a category, check the Select All checkbox.
      The Select All checkbox which appears at the top of the list of all data field checkboxes.
    3. Click the Refresh View button
      The white, rectangular Refresh View button in the lower-left corner of the Edit Columns modal.
  6. Click the Save View button
    The green, rectangular Save View button which appears below the Support button.
  7. Enter a View Name
    The View Name field on the Save View modal.
  8. Click the Share with Organization button
    The white, rectangular Share With Organization button which appears below the View Name field.
  9. If desired, check the My Default View checkbox to make this the default view of your Analytics module
    The My Default View checkbox in the lower-left corner of the Save View modal.
  10. Click the Save View button to save your custom view
    The green, rectangular Save View button in the lower-right corner of the Save View modal.
  11. Your organization view will now appear as an option in your Views dropdown under Organization Views
    The Views dropdown menu with an example organization view within the Organization Views section highlighted.

 

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Rename an Organization View

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Analytics module
    The Analytics module button in the left-hand navigation menu.
  3. Click the Views dropdown list and select the desired organization view from the My Saved Views section
    An example organization view in the Views dropdown menu.
  4. Click the Manage View button
    The green, rectangular Manage View button below the User Menu icon.
  5. Edit the View name in the Rename View field
    The Manage View modal Rename View field.
  6. Click the Save View button
    The green, rectangular Save View button in the lower-right corner of the Manage View modal.
  7. Your edited organization view will appear as an option in your Views dropdown under Organization Views
    The renamed example view within the Views dropdown menu.

 

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Delete an Organization View

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Analytics module
    The Analytics module button in the left-hand navigation menu.
  3. Click the Views dropdown list and select the organization view you wish to delete under Organization Views
    An example organization view in the Views dropdown menu.
  4. Click the Manage View button
    The green, rectangular Manage View button below the User Menu icon.
  5. Click the Delete button
    The white, rectangular Delete Button with a red trash can icon in the lower-left corner of the Manage View modal.
  6. Click the Delete View button on the Delete View popup that appears to confirm the deletion
    The Delete View popup and red, rectangular Delete View button.
  7. The organization view has been deleted

 

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