View Builder
Learn how to create views using DealCloud's ad-hoc query "View Builder".
Learning Objectives
When accessing the Views area of Reporting Tools, you will be able to:
- Build and save new views for ad-hoc data queries
- Access shared views from Public View folders shared with you
- Apply dynamic date filters to views that include date fields
- Create folders to save views and share views with your colleagues
- Create views with more than one Primary Object
- Create views that incorporate related fields from Secondary Objects
Course Curriculum
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1
Applicable to all users with access to Views
32:57-
Views Interface Introduction
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View Builder Basics (Create View, Save View)
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Leverage the View Behind a Dashboard Widget to Save a New Custom View ("See View" Feature)
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Using Related Fields to Add Fields from Secondary Objects
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Using Related Fields to Add Fields from Secondary Objects with Multiple References
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Views with more than one Primary Object (Stacking Columns)
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Date Filters in Views
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Modifying a View & Saving Changes
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Sharing a My View
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Copy Link and Share a Public View
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Create Folders for My Views
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Moving Views to a Different My Views Folder
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Delete a My View or My Views Folder
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View Builder Quick Reference Card for Advanced Settings & Filters
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Grouping Columns, Sorting Columns and Aligning Cells in Views
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3
Applicable only to Users with Public View Management/Write Access to a Public View
02:57