On every Conjura dashboard, you have the option to create views.
Views are sets of filters and customizations, saved for later so you can easily access your desired setup again.
Any setting you change on a dashboard is included in your view; including the date range you've selected, the KPIs you've selected to display in the charts and tables, the type of charts you've chosen to display, and any filters you've added.
On some dashboards you can also choose to subscribe to a view. Subscribing to a view will email you a snapshot of the view every day week or month depending on your selection.
Saving a View
Whenever you make a change to a dashboard, you'll notice 'Save as View' appears in the top left corner, as shown below:
2. Simply click on the Save a View text to open the view-saving menu.
3. Now give your view a name, and decide whether it will be private or shared. Private views are only visible and usable by you, while Shared views can be accessed by everyone in your organisation. You can also add your view to a folder if you like (more on this in step 7). Hit Save once you're happy!
4. You should see your view appear in the sidebar, like the below example.
5. Keep your favourite views in the sidebar, and hide the ones you don't need as often. Click on the + icon to see all views, and click the eye icon to show and hide your views from the sidebar as needed.
6. You can also organise your views into folders if you like. Just click on + Add New Folder in the sidebar to get started
7. The Folder Creation menu will open. Give your folder a name and click Save.
8. Your folder will now appear in the sidebar above your views. Your existing views can be dragged and dropped into the folder, or if you're saving a new view you can add the new view to the folder before saving as seen in step 3.
Subscribing to a View
You can subscribe to any views you create on tabular dashboards, e.g. the Product Table, Order Table, or Customer Table.
When you click on any view in the sidebar on these dashboards, you'll see a Subscribe button towards the top of your screen:
Once you press Subscribe you'll have the option to set a Daily, Weekly, or Monthly schedule
To unsubscribe from a view and stop receiving emails, just unsubscribe. You can also unsubscribe from views within Settings > Notifications and hitting the x button on any views you want to unsubscribe from.
