*Create view

Step-by-step guide to creating customized report views with specific page, group, and section selections.

Creating a report view is like making a custom playlist from your music collection - you're choosing which songs (content) to include and how to organize them for a specific audience.

Before you start

You need:

• A report with pages, groups, and sections structure

• Owner or editor permissions on the report

• A clear idea of what specific content you want to show

You can create views from any report, even empty ones, though it's most useful when your report has structured content with multiple pages and sections.

Step-by-step guide

1

Open your report and access view options

1. Go to your report

2. Look for "View" in the top navigation bar

3. Click on "View"

4. Click on "Full report" to display the complete report in view mode

5. Click on "Create new view"

6. The left side panel will turn into a clickable interface for configuring your view

2

Select content to include

Choose which parts of your report structure to include in this view:

You can select:

• Individual pages - Specific content pages you want to show

• Entire groups - All pages within a group

• Sections - Header sections for organization

• Any combination - Mix pages, groups, and sections as needed

How to select:

1. In the left panel, you'll see your report's structure

2. Click to select/deselect pages, groups, or sections

3. Selected items will be included in your view

4. Unselected items will be hidden from view users

Example selections:

• Executive view: Select only "Executive Summary" page and "Key Metrics" group

• Department view: Select "Overview" section and "Department Performance" group

• Public view: Select "Summary" and "Public Data" pages, exclude sensitive sections

3

Save and name your view

1. Review your selections to ensure you've included the right content

2. Click "Save view"

3. Enter a clear, descriptive name for your view:

   • Example: "Executive summary" or "Department performance Q4"

   • Choose names that make sense to your intended audience

   • Avoid internal jargon or technical terms

4. Your view opens automatically - you'll see it displayed immediately

5. In the top navigation, you'll now see "View: [view_name]"

Views don't have description fields - the name is the only way to identify the view's purpose, so make it clear and specific.

Navigation after creation:

• View: Click to switch between views or manage existing views

• Build: Click to return to the report editor

4

Share your view

1. While viewing your created view, click on "Views" in the top navigation

2. Look for "..." (more options) in the menu next to the view name

3. Click on "Share view" to access sharing options

4. Choose your sharing method:

   • Specific people: Add individual email addresses

   • Organization groups: Share with existing user groups

   • Organization members: Share with everyone in your organization

Best practices

Content selection

• Start broad, then narrow: Include whole groups first, then remove specific pages if needed

• Think about your audience: What information does this specific group need?

• Test the flow: Make sure the selected content tells a coherent story

• Consider navigation: Ensure users can find what they're looking for

Naming and organization

• Use descriptive names: "Q4 Budget - City Council" is better than "Budget View 2"

• Be consistent: Use similar naming patterns for related views

• Consider sorting: Views appear in lists, so think about alphabetical order

Sharing strategy

• Match permissions to content: Don't share sensitive data with broad groups

• Use organization groups: More efficient than individual email addresses

• Document your views: Keep track of what each view contains and who has access