A Data View aggregates information from multiple Reports. Field groups are not supported. This is a Professional feature. Please contact support@sitecapture.com if you are interested in this feature.
Many Data View functions reference the Field Key, the Field Key is a unique identifier for each field within a template. The field key can be found within the template configuration (see: Adding & Editing Fields: Field Key), or by hovering over the field name in the project page (see: Field Information: Field Key and Last Updated). Field keys are case sensitive and must match exactly in any use case.
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.
Creating an Advanced Search
To generate a Data View only for specific projects, you can create an Advanced Search first and then generate the Data View.
1. Click on the filter icon at the top of the work list.
2. This will bring up a menu of all project search filters, select and edit the criteria that you would like to create a view from.
3. Once the criteria has been set, click 'Search'.
Now a Data View can be created from the filtered search results.
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