SmartSuite

Look at your data in the best view - how views can level up your workflows

View Overview

Emma Montgomery

Jon Darbyshire

Peter Novosel

Unlock powerful insights through data visualization.

Views

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

SmartSuite View Types

Spreadsheet meets Database in a powerful interactive data grid.

Grid View

Visualize your data, images, documents and more.

Card View

Visualize workflows, tasks and project milestones to keep work moving forward.

Kanban View

Never miss a deadline with interactive calendar view

Calendar View

Visualize work streams and schedules over a custom period of time with interactive timeline view

Timeline View

Visualize work in the physical world, anywhere on Earth.

Map View

Collect data from external users with SmartSuite forms

Form View

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

Chart View

View Types

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

Saved View Overview

The process of creating a new saved view from start to finish

Creating a Saved View

Use an existing saved view as a starting point to quickly refine and analyze data

Duplicating a Saved View

Deleting a Saved View

Lock your Saved Views to protect workflows

Locked Views

View Folders

Working with Views

Build dynamic saved views with our toolbar to gain insights and make better decisions

Saved View (Reporting) Toolbar

Display or hide fields to customize your saved views

Fields to Display

Arrange data with simple and advanced sorting.

Sorting

Narrow the view of records using simple or advanced filters

Filtering

Create collections of records using any field and data attribute.

Grouping

Highlight records and fields in saved views to efficiently find and update similar data attributes.

Spotlight

Adjust and set row sizes in Grid View and card sizes in Card and Kanban Views

Row & Card Size

Highlight record content in any SmartSuite view or saved view.

Find Control

Reporting Toolbar Features

Right-Click Actions within Grid View

Collapsing a Field in Grid View

Paste multiple rows of data directly into Grid View 

Bulk Paste Data in Grid View

Get familiar with Grid View's powerful data management and usability features.

Grid Essentials

Brian Dollen

Easily compare things across groups or track changes over time

Bar Chart

Compare data sets and categories against each other with vertical columns

Column Chart

Show a continuous progression of a set of values to see trends and fluctuations in data

Line Chart

A perfect way to show changes in two or more related groups over time

Area Chart

Display percentages and other proportional information at a glance

Pie Chart

Emphasize large differences in part-to-whole relationships in your data

Donut Chart

Observe and show relationships between two numeric values

Scatter Chart

Clearly visualize relationships between three numeric variables

Bubble Chart

Chart Types

Share your data with others, print, or export right from the view

Share, Print and Export Saved Views

Print, Export & Share View

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