Views

When working with data you may need to create various types of reports. Reports that help to filter, group and sort table records in a certain way are called Views. TeamDesk enables you to create and save several views for one table. A view is a supplementary report where records are filtered and displayed in a specific way. You can create an unlimited number of views for existing tables. Moreover, you can highlight and group these views under categories in the left menu.

If you click on the List of Views icon at the top left corner, the list of created views will be displayed.

This list is not pinned by default. That’s why it will be hidden again, if you don’t want to pin it.

There is the Pin Icon at the top of the list. You can click on it and the list will be pinned.

TeamDesk generates views of the following types:

Table

Imagine you want to track paid orders, done tasks or products at stocks. The Table View can be helpful. Using this type of View you may filter, group and sort any columns you needed. Also you can colorize records matching certain criteria.


Summary

Say you want to calculate working hours of each employee during the month or summarize a sales volume of each target market. The Summary View will be helpful for cases when you want to summarize and display some figures.


Chart

Imagine you want to compare advertising costs or sales volume of this quarter to the previous quarters.

Using the Chart View you may easy visualize this data.



Calendar

The Calendar View allows you instantly track and review tasks, events or create other schedules for a certain period.


Timeline

If you want to see how many days an event or a project lasts, you can create a graphic representation of such data. Timeline View may be created for any records that include a start date and an end date.



Cross-tab

Say you need to find an answer: how much money each student paid each month, for example, during the term. You’d likely want to have subtotals of payments for all students each month as well as the subtotal for each student for the whole term. In this case the Cross-tab View will help you to display information in handy way. In our example months/dates form columns while student names form rows; each cell displays the total amount paid by the student during the month.



Tile

Use this view type to display the information in a compact way. Tile Views allow you to specify optional image column, a header, a sub-header and a number of columns to display in a main tile section. It is handy for the visualization of staff profiles, property description or any other records with images.



Headline

Say you want to compare sales or total number of orders received for two separate periods. The Headline View is a handy way to display such data comparison.

TeamDesk allows you to create an unlimited number of views for existing tables. Just select the type of the view and specify your own rules defining what records should be displayed in this view.

Next: Default View