View Types and Recommendations

Views can be assigned a “Type” designation of either Personal, Shared, or Global. The designation controls who can access the views and who can edit them. All users can assign a view a Personal or Shared designation. Only administrators can assign views a Global designation. See Access to Views for information about views you can access and how you can work with them.

Type

Definition

When to Give a View This Designation

 Personal

 

A user-specific view of data that is created by individual users for their own use.

If the view is intended only for your use. Only the owner of a personal view will see the view in Viewer’s left panel (in the view group to which the view belongs).

 Shared

A collaborative view for use within a group or department and that can be created or used by any type of user.

If the view is intended for use by other users but does not need to be managed by a Viewer administrator. Anyone with access to the view group to which the view belongs will see the shared view in Viewer’s left panel.

Global

A companywide view of data that is created by and managed by Viewer administrators.

If the view is intended to be used across your company and needs to be managed only by Viewer administrators. Anyone with access to the view group to which the view belongs will see the global view in Viewer’s left panel.