SmartSuite View Types

Instantly shift between unique views of your data to discover insights, power workflow and enhance business decisions.

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Creating a new view

To create a new view, start by opening up the view switcher and going down to the section labeled "Create New View" then clicking on the option for the type of view you'd like to create.

Selecting Explore View Types will open up a window that provides more detail about what each view is and how it can be useful to you.

Available View Types

View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to advanced.

View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.

Visualize a workflow through the different stages, track progress, and assign tasks in a manner that removes bottlenecks.

View records in a calendar format of your choosing, sorted by a date or date range.

View your projects and processes in a timeline format that is great for visualizing work streams and schedules over a custom period of time.

View any of your location data in a fully interactive map format that includes powerful display features. SmartSuite is your digital playground for physical locations.

Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut, and more.

Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions.

Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing website.

View Toolbar & Switching Views

Views share a common View Toolbar that is the master control for customizing saved views for team ("public") or individual ("private") use. You'll find similar controls to that of a spreadsheet, including the ability to Sort and Filter, along with advanced features like Grouping and Spotlight.

Begin understanding the full power for analyzing data across views in the Report Toolbar Introduction article.

Switching between View Types is simple. Just click the dropdown next to the current view icon.

Views vs. Saved Views

It's important to remember that switching between Views changes the way you're looking at the same data set.

Saved Views allow you to switch between Views and different data sets modified through the Fields to Display and other controls in the Report Toolbar. Saved Views can be saved as public saved views for other team members to access (according to permissions) or privately for individual use.

Dive deeper into Saved Views here.

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