Create a View

There are four view types: charts, tables, KPIs, and metrics. You follow the same main steps when creating any type of view, but the settings you need to configure differ for each view type. The following procedure describes the general steps that you must follow when creating any type of view.

To create a view:

1. Go to Reporting and Analytics > Dashboards > View Builder.
2. Click New View.
3. In the View Options dialog box, select a view type and a data source in the drop-down lists.
4. Click Save. The view configuration screen opens.
5. Click the pencil icon next to each of the settings to edit your new view. See Configure View Settings.
6. Click Save As New at the top of the screen to save the view. You must add fields to the view before you can save it.
7. Click Preview.
8. Make any required changes to the view, and then click Save or Discard Changes.