Data Views: Adding a data view and exporting a csv file

A Data View aggregates information from multiple Reports. Field groups are not supported. This is a premium feature. Please contact [e-mail] if you are interested in this feature.

1. Go to Admin>Data Views.

2. Click on "Add a data view".

3. Enter a name for your data view and add the field keys from your template for each table (data, totals, and averages). Below are the additional field keys that you can include and make sure you enter them with all lowercase letters.

Field Keys:

    LATITUDE

    LONGITUDE

    STATUS

    DUE_DATE

    PRIORITY

    USERNAME

    MANAGER

    CUSTOMER

    CREATED_DATE

    CREATED_TIME

    TEMPLATE_KEY

    TEMPLATE_NAME

    PROJECT_ID

    CONTAINER_ID

    STATUS_LAST_UPDATED_DATE

    STATUS_LAST_UPDATED_TIME

    ARCHIVED

    VENDOR_NAME

    VENDOR_CONTACT_NAME

    VENDOR_PHONE

    VENDOR_PHONE2

    VENDOR_EMAIL

    VENDOR_NOTES

    VENDOR_KEY

    DAYS_TO_COMPLETE

4. To add a clickable link to the project from the data view, enter the field key "project_id" as one of your fields in the data table.

5. Each column can be sorted by clicking on the title.

6. To get a csv file of the downloadable data view, click on "Export" on the top left.

7. To exit out of the data view, click on the "x" on the top right corner.

8. Access your saved Data Views by clicking the (•••) menu on any saved View or Search Results.