Manage Custom Report Views
A view is a tab inside a custom report. Use separate views to answer related questions without putting every table and chart on one screen. For example, a Member Overview report might have a New Members view and a Membership Mix view.
Add a view
Section titled “Add a view”- Open the report and use the add-view control beside its view tabs.
- Enter a short Name that explains the view’s purpose.
- Choose Personal (only me) or Shared (all viewers), then create the view.
- Open the new tab and choose Add Block to add a table, chart, or stat.
If you started a report from scratch, create a view before adding its first block. Template reports may already include a Main view.
Personal and shared views
Section titled “Personal and shared views”- A Personal view belongs to you and is visible only to you.
- A Shared view is available to people who can view the report, subject to their own report and record permissions.
The report’s Private or School Shared setting is separate. A shared view inside a private report does not make that report visible to other staff. See Share a Report before publishing a view for a team.
Organize the view
Section titled “Organize the view”Open a view tab’s context menu to rename or delete it, or to change its icon. Drag the tabs to change their order. People with report-management permission can also remove views they no longer need.
Within a view, drag blocks to arrange charts and stats. The table is always shown after the charts and stats, regardless of its stored position. Keep the table’s columns and filters focused on the detailed follow-up work that supports the summaries above it.
Check what viewers can see
Section titled “Check what viewers can see”Staff need permission to view reports and to access the records and fields used by a view. Kanri may therefore show different views or report data to staff with different roles. Ask someone with the intended role to check the report before relying on it for a team process.