Create a View

You can create custom Views. In most cases, you will create a View as a grid and then create and customize a chart. Once the View is created, you can easily switch between the grid and chart View Types. To create a View, you must also specify the type of data you want to display using a query.

When you create a View, you save it to a folder in the Views Explorer. The folder named My Views is your private folder. The other folders that are displayed depend on your role.

The My Views section ensures that System Administrators access only the Views they have created. For System Administrators, Views created by other staff members are listed separately under a new section called All - My Views.

  • All - My Views section displays My Views created by other users apart from the logged-in System Administrator.

  • System Administrators' My Views section does not display Views from other System Administrators.

  • The All - My Views section is read-only, preventing administrators from modifying Views. However, they retain the ability to delete Views if needed.

  • The Views in All - My Views are organized alphabetically.

All folders in the Views Explorer are public except for My Views. If you create a View in My Views or move a View to the My Views folder, it will no longer be public and only you can access it.

Prerequisites

While you do not have to be authorized to use the Views tile or Views pages, you must have Views - Module Data authorization for the type of data in the View.

For example, to access Views that contain Admissions data, you must have Views - Admissions Data authorization.

You should be familiar with the Background for Views.

Access

Views > Explore Views

Methods for Creating a New View

There are two methods for creating a new View. You can create a new View by: 

  • Specifying a new query

  • Copying an existing View and then modifying the query

Create a View by Specifying a New Query

  1. Select New. The page for specifying the query is displayed.

  2. In View Type, select Grid.

  3. Select Save.

  4. In the dialog, specify the new name, select the folder, and select Save As.

The View is empty until you specify the type of data you want displayed using a query.

Create a View by Copying an Existing View 

  1. In the Explorer window, select the View you want to use.

  2. On the toolbar, select Save As.

  3. In the dialog, specify the new name, select the folder, and select Save As.

  4. In the Save As dialog, specify the values.

    FolderClosed The name of the folder in the Views Explorer list where you want to save the view.

    NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

    Staff Groups with Full AccessClosed Staff groups with full access may view, edit, move or delete the view. You may select more than one staff group.

    Staff Groups with View Only AccessClosed Staff groups with view-only access can look at the view but cannot perform edit, move, or delete operations. You can select more than one staff group.

  5. Select the Save As.

  6. In the explorer window, select the new View.

  7. In View Type, select Grid.

The View is empty until you specify the type of data you want displayed using a query.

Characters Supported in View Names

The name you specify for a View can contain: 

  • Any alphabetic or numeric character

  • The characters \ / : * ? " < > | ^

Other characters are not supported.