View Builder
Learn how to create views using DealCloud's ad-hoc query "View Builder".
When accessing the Views area of Reporting Tools, you will be able to:
Views Interface Introduction
View Builder Basics (Create View, Save View)
Leverage the View Behind a Dashboard Widget to Save a New Custom View ("See View" Feature)
Using Related Fields to Add Fields from Secondary Objects
Using Related Fields to Add Fields from Secondary Objects with Multiple References
Views with more than one Primary Object (Stacking Columns)
Date Filters in Views
Modifying a View & Saving Changes
Sharing a My View
Copy Link and Share a Public View
Create Folders for My Views
Moving Views to a Different My Views Folder
Delete a My View or My Views Folder
View Builder Quick Reference Card for Advanced Settings & Filters
Grouping Columns, Sorting Columns and Aligning Cells in Views