Skip to main content
Skip table of contents

Create quick Report Templates

A  View is a collection of Widgets, which the user can share, view or generate reports from.

A view has a global filter which can be applied to all the widgets within the view.

View Layout

Lets get familiar with View layout to use the key features - 

View layout for defining a custom report

Currently supported widgets types are 

  • Notes
  • Charts 
  • Data Table

Next Steps

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.