View Builder
Reporting Tools > Views
Learn how to build and save your own queries from DealCloud using the view builder. The Reporting Tools > Views section of DealCloud offers access to Private and Public views. User permissions determine whether you can create and save Public Views, or simply access them for reporting purposes.
Queries can be built for data from one or more Objects from DealCloud, with options to make certain Objects secondary and draw in related data for referenced entries to the master record in your view. Learn about these settings, as well as filter options and other advanced settings available in the view builder.
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