Views

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

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 yesterday

Chart View

Analyze record data to discover insights and make better business decisions.

Written by Peter Novosel
Updated over a week ago

Saved View Overview

Instant insight to your data: saved views basics, available types, and using them in SmartSuite

Written by Emma Montgomery
Updated this week

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 Saved Views

Lock your Saved Views to protect workflows

Written by Emma Montgomery
Updated yesterday

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

Highlight record content in any SmartSuite view or saved view.

Written by Jon Darbyshire
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

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

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