Views and Reports
Views allow organizing, grouping and sorting the information stored in the table, as well as calculate some values. Views also allow record filtering based on administrator's predefined or user supplied criteria. The user can print the content of the view as well as export the data to use in spreadsheet programs.
TeamDesk supports five types of views.
Table Views
Table view allows browsing table data, using selected set of columns to display, a rule to filter select records out of the whole, using specified sort and grouping options.
For example, the table view can be used to show all Leads created within a timeframe by selected user and having specified status.
Summary Views
Summary view is used to filter and group table data and calculate a value over the group. It could be for example a number of leads from each lead source.
Chart Views
Charts are similar to summary views, but present the data in a graphical way. You may select from horizontal and vertical bars, lines and pie charts.
On the image above you may see the same result returned from summary view visualized as a pie chart.
Calendar Views
Calendars are suitable to represent entities that base on a certain date. For example, an activity is usually represented with start date. The calendar view is a grid, with each cell of representing certain day of month.
You may set up the calendar view to display the activities based on a start date, having a quick overview of what happens this month.
Timeline Views
Timeline views are similar to Gantt charts and are perfect representations for entities that have a start date and end date. Each record represented as a bar between specified start and end date. Have you a percentage column, for example, a sort of completion state, it will be rendered as a progress bar.
You may control the list of views displayed to each security role. For your convenience for each table TeamDesk creates two table views by default: "List All" to display all records in an order they were created, and "List Changed" view to display recently modified records on top.
