How to Preview and Customize Data Views

This lesson will show how views can be customized and saved for different users.

Create a New of Copy an Existing Data View

Create a New of Copy an Existing Data View
  1. Navigate to Admin > Data View Management.
  2. Select an existing data view.
  3. Press Save As to bring up the prompt.
  4. Enter the new data view name and select OK.

Make Necessary Changes

Make Necessary Changes
  1. Select Edit Structure
  2. Change Columns and Related Items as Necessary
  3. Click Save when modifications are completed.
  4. Preview it

Preview and Create Filters

Preview and Create Filters
  1. Once in preview mode you can create filters on the data so it matches your requirements.
  2. RIght clicking a field enables a filter line to be added. Or the filter lines can be created/modified manually.
  3. When you are happy with the filters, select Save Settings and the filters will be saved with the data view.
  4. You can now navigate back to the main data view editor by pressing the back button.