- View Name and Description - Above the Fields, Filters, and Format tabs, you will find two fields. The left field allows you to choose the name of the view and the right field allows you to include a description of the view.
- Fields - What fields you would like to show in a View. 'Available Fields' shows fields that are not currently in the view, but can be added. 'Included Fields' shows the fields which you will see in the view. You can also select all fields by using the 'Toggle All' button. After one or more fields have been selected, a 'Remove' or 'Add' button will appear at the bottom of the window. This button simply moves the view to the opposite status. Note: By default, all field are included.
- Filters - Filters allow you to customize a view so that only database records meeting certain criteria appear in a view. In other words, each filter is a piece of logic related to a specific field’s value (greater than, equal to, not blank, etc.) that ensures only qualifying records make it into the view. (See "How to create a filter")
- Format - This section allows you to customize how your information is presented. You can group data, perform calculations, change the order of fields, add labels to fields, or change row height settings. In the example below, Employees are grouped by Department, showing the number of Employees in each Department. Note: If you choose 0 for row height, information will not show in the view.
If you wish to see your data plotted on a chart, click on the chart icon shown below. For more information regarding charts, please see our article on "How to create a chart."
Blog Articles and Tips & Tricks
TrackVia Views and Charts: Tips and Best Practices
How to create a filter
How to use quick filters
TrackVia: Views and Filters
TrackVia: Working With Views and Filters
TrackVia Express: How to create Summary Reports
TrackVia: How to Use Reports