Create a data view

Eric Klimuk

15-Nov-2018

A data view allows you to create case or activity views to get to data that is important to you.  You can filter on a large number of items and customize different fields to display depending on what you want to display.

Create a data view

1. Go into the case listing screen in the main navigation “Cases”.
    
2. Click on the new view button beside the view list.
   
   
    
3. The view configuration section is displayed with the following sections.
    

   Section	What it does
   View	The main view properties including who has access to it and what type of view it is.
   Properties	The global properties of the view.  This includes filters such as creation date ranges, states, owners, and divisions.
   Cases	Properties that are specifically linked to cases.  This includes satisfaction scores, nps, issue types, and outcomes.
   Activities	(Activity type only) Properties that are specifically linked to activities. This includes activity flags, sentiment, types, and sla infractions.
   Assets	Return cases that are linked to either to specific assets or an asset category.
   Companies	Return cases that are linked to specific companies.
   Contacts	Return cases that are linked to specific contacts.
   Ordering & Columns	Select the columns you want the view to be displayed, the order of the rows and select the column order.