Views

An overview of the different views available and how to create them.

Views Overview

An overview of views and how to create and save them to activities.

Create a Form View

Instructions on creating a form view in Core to give end users access to objects via configurable forms.

Create a Report View

Learn how to create a report view in Core so that end users can access charts, heat maps, tables, and more.

Create a Data Export View

How to create a view to access the data analytics spreadsheet to export object data.

Create a Data Grid View

Create a view to display a data grid to end users, which will allow them to view and interact with object data in a spreadsheet-style format.