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:
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.
Read more about Table 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.
Read more about Summary 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.
Read more about Chart View
The Calendar View allows you to instantly track and review tasks, events, or create other schedules for a certain period.
Read more about Calendar 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.
Read more about Timeline 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.
Read more about Cross-tab 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.
Read more about Tile 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.
Read more about Headline 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.
Read more about Map View.
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.
Read more about Kanban View.
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 which records should be displayed in this view.
Please note that each view can bring up to 10,000 records on the screen; otherwise, it may significantly slow down your browser performance.