Who is this article for? | Mission Control (Partners and administrators) |
After you finish this article, you will be able to: |
|
Creating custom views in the My Organisation page
Custom views are an excellent way to answer specific questions about your organisation's performance. They are views you can create and save on your own.
Examples of custom views are:
Comparing team performance across locations
Comparing performance across service lines
Identifying high performers who are ready for promotion
Identifying teams that are at risk of missing their targets
How to create a new custom view
To create a new custom view:
Click on the + icon in the top menu bar
Enter a name for the view (e.g., "My Own View").
Select the desired time period from the date picker.
Configure the users included in the view:
Click the Configure button to the left of the date range
Click the Users button at the top of the screen
To select individuals, click the Users item and click on the individuals you wish to add
To select teams, click the Teams item and click on the teams you wish to add
To compare all the individuals within each team, toggle on "Report on users"
To compare at the team level, toggle off "Report on users"
To select the entire organisation, click Organisation and click your organisation's name
To remove any teams or individuals from the view, click on the team or individual on the right side of the page
Click Apply
Configure the variables included in the view:
Click the Configure button to the left of the date range
Click the Columns button at the top of the screen
Select the category of data you want to view, then select the columns
Click Apply
You can now explore the data in your new custom view.
Update an existing custom view
If you make changes to a custom view, you can save it as a new custom view or you can update the existing custom view.
To save as a new custom view:
Click the + icon located on the top menu bar
Name your custom view
Click save
To update an existing custom view:
Click the save icon next to the + icon
This will update the custom view to match your current configuration.
Note: An asterisk next to the view name in the dropdown menu denotes any view modifications or unsaved changes.
You can create as many views as you want, modify existing views, and delete them if required. For any queries or assistance with accessing, viewing, or creating new views on the My Organisation page, please feel free to contact our support team via the chat.