What are Views?
Views make it easier for your teams to see the data you want, the way you want. Simply put, they are saved filters and table columns. You can name them and optionally pin them to your screen for quick access.
Why use Views?
They’re easy! Need a short-list of all Jobs with invoices pending approval? Interested in seeing all Jobs with service scheduled for the current week? Maybe you need a single list of every Bill Back Job you’ve completed this month. Whatever your needs, Views provide your teams quick access to relevant and easily exportable information.
Managing Views
You can use views almost anywhere in Fyxt! Every page which supports Views will also come equipped with a few Standard Views to get you started. There are three types of Views in Fyxt.
Standard Views are created by Fyxt and cannot be edited or deleted. All Standard Views default to being pinned on your screen but can be unpinned as needed. Just remember: you can't unpin the last remaining Standard View onscreen.
My Views are any that you personally create. You can optionally share a View you have created to make it visible to other members of your team. Whether or not you share your views with others, if you create it, you own it. Only you are able to edit Views you personally create.
Shared by Others are Views which someone else has created but made available for shared use. While you can’t edit their specific View, you may always apply changes and Save as New.
Pinned Views are Views which you have pinned to your page for quick access.
Creating a View
Views are nothing more than a combination of filters and table columns with a name.
Apply filters by selecting the Filter icon in the upper left corner of any table.
Rearrange table columns by selecting the Edit Table Column button in the upper left corner of any table. Here you can show, hide, and rearrange table columns.
Now that you have filtered for the right data and optimized your table’s display, Save your View by selecting Save. Name your new View, optionally share it with others, and click Save.
Exporting a View
Any View can be exported into a .csv file to be used however you like. Simply select the Export View icon, and your current table’s data will be delivered to your email.
