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Create a view

There are no limits on the number of views you can create and there is no right or wrong on how many there should be in a workspace. The number can depend on the count of projects you're tracking, on how different those projects are, how much data and to whom is being reported, and so on.

Creating multiple views based on the same set of projects may be useful for when you intend to share those views with different audiences. This allows every view to be tailored in content and appearance, and if needed, can help minimize the number of actions the viewer will have to perform to get the information they seek.

Nonetheless, having multiple configurations within one view is an equally reasonable solution that can add to the convenience of use and greater interaction possibilities.

To create a view:

Click the + button in the sidebar.
Select Create View.
In the Basic Settings section, enter a view name.
Optional: Write a description to provide more information about the view and how to use it.
Click Next.
Optional: In the Projects section, check the boxes next to the projects on the Active and Inactive tabs that you want to include in the view. You can select all projects on the tab by checking the very top box.
Click Next.
Optional: In the Report Layout section, scroll down the list of fields available for use to find the ones you want to include in the report. Click one of the fields, hold down the mouse, and drag the field to the layout area on the right. Drag and drop fields one by one until you are satisfied with the structure of your report.
Сlick Next.
In the Look & Feel section, select one or more fields that you want to associate with RADAR sectors.
Indicate which one of the selected fields should serve as a default sector value and be displayed first when a view is opened.
Repeat the previous two steps for rings and symbols on the corresponding tabs.
Click Create view.

If the Templates feature is enabled in the workspace and any of the projects included in the report have been added using a template, this template will be suggested as relevant in the Report Layout and Look & Feel sections. Сlicking it will filter the fields available for use to those that make up the template.

Tip

The steps above constitute the minimum setup necessary to get a view to work. Each of the four settings sections offers many more options and features that allow customizing views to the smallest detail.

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