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Views
Views
Unlock powerful insights through data visualization.
+1
36 articles in this collection
Written by
Peter Novosel,
Emma Montgomery,
Jon Darbyshire
and 1 other
View Overview
Look at your data in the best view - how views can level up your workflows
Written by
Emma Montgomery
Updated over a week ago
View Types
SmartSuite View Types
Instantly shift between unique views of your data to discover insights, power workflow and enhance business decisions.
Written by
Jon Darbyshire
Updated over a week ago
Grid View
Spreadsheet meets Database in a powerful interactive data grid.
Written by
Jon Darbyshire
Updated over a week ago
Card View
Visualize your data, images, documents and more.
Written by
Jon Darbyshire
Updated over a week ago
Kanban View
Visualize workflows, tasks and project milestones to keep work moving forward.
Written by
Jon Darbyshire
Updated over a week ago
Calendar View
Never miss a deadline with interactive calendar view
Written by
Jon Darbyshire
Updated over a week ago
Timeline View
Visualize work streams and schedules over a custom period of time with interactive timeline view
Written by
Jon Darbyshire
Updated over a week ago
Map View
Visualize work in the physical world, anywhere on Earth.
Written by
Jon Darbyshire
Updated over a week ago
Form View
Collect data from external users with SmartSuite forms
Written by
Peter Novosel
Updated over a week ago
Chart View
Analyze record data to discover insights and make better business decisions.
Written by
Peter Novosel
Updated over a week ago
Working with Views
Saved View Overview
Instant insight to your data: saved views basics, available types, and using them in SmartSuite
Written by
Emma Montgomery
Updated over a week ago
Creating a Saved View
The process of creating a new saved view from start to finish
Written by
Emma Montgomery
Updated over a week ago
Duplicating a Saved View
Use an existing saved view as a starting point to quickly refine and analyze data
Written by
Emma Montgomery
Updated over a week ago
Deleting a Saved View
Keep reports relevant and organized
Written by
Jon Darbyshire
Updated over a week ago
Locked Views
Lock your Saved Views to protect workflows
Written by
Emma Montgomery
Updated over a week ago
View Folders
Organize your Saved Views into folders
Written by
Emma Montgomery
Updated over a week ago
Reporting Toolbar Features
Saved View (Reporting) Toolbar
Build dynamic saved views with our toolbar to gain insights and make better decisions
Written by
Jon Darbyshire
Updated over a week ago
Fields to Display
Display or hide fields to customize your saved views
Written by
Jon Darbyshire
Updated over a week ago
Sorting
Arrange data with simple and advanced sorting.
Written by
Jon Darbyshire
Updated over a week ago
Filtering
Narrow the view of records using simple or advanced filters
Written by
Jon Darbyshire
Updated over a week ago
Grouping
Create collections of records using any field and data attribute.
Written by
Jon Darbyshire
Updated over a week ago
Spotlight
Highlight records and fields in saved views to efficiently find and update similar data attributes.
Written by
Jon Darbyshire
Updated over a week ago
Row & Card Size
Adjust and set row sizes in Grid View and card sizes in Card and Kanban Views
Written by
Jon Darbyshire
Updated over a week ago
Find Control
Highlight record content in any SmartSuite view or saved view.
Written by
Jon Darbyshire
Updated over a week ago
Grid Essentials
Right-Click Actions within Grid View
Quick record actions from right-click
Written by
Emma Montgomery
Updated over a week ago
Bulk Paste Data in Grid View
Paste multiple rows of data directly into Grid View
Written by
Brian Dollen
Updated over a week ago
Grid Essentials
Get familiar with Grid View's powerful data management and usability features.
Written by
Jon Darbyshire
Updated over a week ago
Chart Types
Bar Chart
Easily compare things across groups or track changes over time
Written by
Peter Novosel
Updated over a week ago
Column Chart
Compare data sets and categories against each other with vertical columns
Written by
Peter Novosel
Updated over a week ago
Line Chart
Show a continuous progression of a set of values to see trends and fluctuations in data
Written by
Peter Novosel
Updated over a week ago
Area Chart
A perfect way to show changes in two or more related groups over time
Written by
Peter Novosel
Updated over a week ago
Pie Chart
Display percentages and other proportional information at a glance
Written by
Peter Novosel
Updated over a week ago
Donut Chart
Emphasize large differences in part-to-whole relationships in your data
Written by
Peter Novosel
Updated over a week ago
Scatter Chart
Observe and show relationships between two numeric values
Written by
Peter Novosel
Updated over a week ago
Bubble Chart
Clearly visualize relationships between three numeric variables
Written by
Peter Novosel
Updated over a week ago
Print, Export & Share View
Share, Print and Export Saved Views
Share your data with others, print, or export right from the view
Written by
Emma Montgomery
Updated over a week ago