Views

List of Views

When working with data, you may need to create various types of reports. Reports that help filter, group, and sort table records in specific ways are called Views.

TeamDesk allows you to create and save multiple views for a single table. A view is essentially a supplementary report where records are filtered and displayed according to the specified settings. There is no limit to the number of views you can create for existing tables.

View Organization

Views are ordered alphabetically in the left menu.
You can highlight and group views under categories to improve navigation and organization.

Accessing Views


	Clicking on the List of Views icon in the top-left corner displays the list of created views.
	By default, this list is not pinned and will automatically hide unless pinned.
	To pin the list, click the Pin Icon at the top of the list, keeping it visible for easier access.

Types of Views

TeamDesk supports the following view types:

Table View
Summary
Chart
Calendar View
Timeline
Cross-tab
Tile
Headline
Map View
Kanban

Table View

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

Summary View

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

Chart View

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

Using the Chart View, you may easily visualize this data.

Calendar View

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

Timeline View

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

Cross-tab View

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 a 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 View

Use this view type to display information in a compact way. Tile Views allow you to specify an 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 descriptions, or any other records with images.

Headline View

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

Map View

Use this view type if you need to integrate your data with Google Maps. Moreover, you are able to add GPS position visualization to your database.

Kanban

Kanban boards depict work at various stages of a process using cards to represent work items and columns to represent each stage of the process.