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 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

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

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

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

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