You can see and run views from the Favorite and Recently Used Views window or view groups that display in your left panel. From within each of your groups, you’ll be able to run all of the global and shared views that belong to the group as well as any of your own personal views that belong to the group. You won’t be able to see or run the personal views of other users from your left panel view groups.
Click to run a view from the Favorite and Recently Used Views window.
Click to run a view from the left panel.
The lists below summarize what users can do with different types of views, which is also impacted by their level of access in Viewer (casual, advanced, view administrator, or security administrator).
Casual and advanced users can do the following:
Mark views as their Favorites, and access their favorite and recent views from the Favorite and Recently Used Views window.
Run any global or shared views that are in their view groups.
Run their personal views from their view groups.
Edit or delete the personal or shared views that they own.
Create a personal or shared view by doing a Save As on any existing view to which they already have access. Advanced users also can create a personal or shared view by right-clicking a view group in the left panel and selecting "New View" to start the view building process.
Open links to any type of view from Viewer-generated emails – for example, links to a global view, shared view, or someone else’s personal view. Viewer security will be applied when the user runs the link so the user only sees view data applicable to their role in Viewer.
Advanced users can add any view to actions they own.
Customize display options while using a view. For example, lock rows and columns, change the page size for views that use paging, or control the display of All Others and Totals on rows and columns.
Use the Navigation Panel to customize the order or data and add or delete hierarchies from the view.
Add, edit, or delete the following in views: filters, sorts, measure items, levels, attribute relationships, and charts.
Administrators can do all the things noted in the prior list, in addition to being able to:
Create and manage global views.
Edit, archive, or delete any view.
Create any type of view from scratch via the View list window or by doing a Save As on any existing view.
Add any view to any action.