Edition Qualifier: Views are available in all FreeAgent editions.
User Permissions: No special permissions are required to create Views. Users may not be able to see all created Views based on whether or not the owner has made them public.
View data in 8 different Views. Click the View dropdown to see your options, which include: List View, Rolodex View, Board View, Bar Chart, Pie Chart, Donut Chart, Funnel Chart, and Pivot table. List, Rolodex, and Board Views allow you to view more information about each record. Bar, Pie, Donut, Funnel, and Pivot Views allow you to view the data and information in a more visual way. These views are often used for Dashboards and reporting, although all Views can be used for either.
You can change the data that appears in each View by changing the list configuration under the gear icon. Check or uncheck the boxes next to the Fields you want visible or hidden. You can also reorganize the View by changing the order in which the fields appear. On certain Views, you can pivot by different fields, perform aggregations, and create a Pareto chart where the values are in descending order.
Save important Views to avoid performing the same search multiple times. Even if new data is added to an App, the View will incorporate the new data if it fits within the View’s filter parameters. You can share Views with other users or not. Lastly, to make a view easier to reference, after you save the View, make sure to star it (located next to the View’s name). After you star the View, it will appear App’s menu. If it’s a team View, it will be visible on all user’s menus, if not, it will only be visible on your menu.
Manage Views allows you to delete or edit existing Views.