In this help doc
Filters
Graph View Options
Manage Graph Views
Introduction to Graph Views
With Graph Views, you can easily find the graphs you are looking for using any combination of the Filters as shown in the image above.
These Views can be saved and shared with your team, making it easier to collaborate and find the same graphs in the future.
Find Graphs using Keywords Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Keywords
Enter the keyword. Click Enter.
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.
Click the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Graph, Graph Group, Name, Type, Responsible Member, Team, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Graph Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the 3-dot menu
Enter the keyword. Select a single or multiple graphs.
NOTE: You can also enter the Graph ID to find the desired graph
Click outside of the selection box in the View area for the filter to be applied
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph Group, Name, Type, Responsible Member, Team, Created and Updated.
Find Graphs using Graph Group Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Graph Group
Select a single or multiple types
Click outside of the selection box in the View area for the filter to be applied
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Graph Group filter.
Click the desired option
It will display all Graphs based on your selection. It will display all graphs in the same order as they appear in the Graph Group.
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Name, Type, Responsible Member, Team, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Name Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Name
Type the exact name of the graph. Click Enter.
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Name filter.
Click the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Type, Responsible Member, Team, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Type Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Type
Select a single or multiple types
Click outside of the selection box in the View area for the filter to be applied
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.
Click the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Responsible Member, Team, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Responsible Member Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Responsible Member
Select a single or multiple members
Click outside of the selection box in the View area for the filter to be applied
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Member filter.
Click the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Team, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Team Filter (formerly Org Area)
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Team
Select a single or multiple Teams
Click outside of the selection box in the View area for the filter to be applied
You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Team filter.
Click the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Created and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Created Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Created
You can choose one of the available options
If you want to select a specific date, click Calendar and make your selection.
You can also use specific keywords for more options, such as:
"day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.
"week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.
"month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.
"quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.
"year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.
"jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.
"beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.
"end" will display options like End of this week, End of this month, End of this quarter and End of this year.
You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Created filter.
Select the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team and Updated.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Last Updated Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Last Updated
You can choose one of the available options
If you want to select a specific date, click Calendar and make your selection.
You can also use specific keywords for more options, such as:
"day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.
"week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.
"month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.
"quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.
"year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.
"jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.
"beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.
"end" will display options like End of this week, End of this month, End of this quarter and End of this year.
You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Last Updated filter.
Select the desired option
It will display all Graphs based on your selection
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team and Created.
There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Archived Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Archived
Select True or False
It will display all graphs based on your selection.
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team, Created, Last Updated and Hidden.There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Find Graphs using Hidden Filter
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Hidden
Select True or False
It will display all graphs based on your selection.
NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team, Created, Last Updated and Archived.There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.
Add additional graphs to Graph Views with Search bar
While in Graph Views, click the Search bar.
Type the name of the desired graph
Click on the graph
It will add to the graph to Graph Views.
NOTE: If the graph belongs to a different Organization, it will open it in a new window.
Sort graphs in Views
Click the Sort menu
Select the desired option:
Manual - This is set by default. With this option, you can drag-n-drop the graphs in the order you want.
Name - This will order the graphs by their name
Responsible Member - This will order the graphs by the responsible member's name
Created - This will order the graphs by the date that they were created
Updated - This will order the graphs by the date that they were updated
Customize - You can drag and drop the graphs in the desired order. Click Save when you are done.
NOTE: The sorting is temporary, so if you want to keep it permanent everytime you open the same graphs, you would need to save the view. To do that, see steps 2-9 in Save Views.
Create a Graph in Views
Click Create Graph
Follow the steps in New Graph (from Basic Settings to Permissions)
Change graph frequency in Graph Views
Click the Auto Frequency menu
Adjust the frequency to Daily, Weekly, Monthly, etc.
Choose a date range in Graph Views
Click the Any Date menu
You can select to display all values from This Month, This Quarter, This Year, Last Month, Last Quarter, Last Year.
You can also choose a custom date. Click the From field and select the desired period. You can also type the date.
Click the To field and select the desired period. You can also type the date.
You can choose one of the available options
You can also type the period or date
If you want to select a specific date, click Calendar and make your selection.
Click outside of the selection box in the View area for the filter to be applied
It will adjust the graph based on your selection
Edit multiple graphs at the same time in Graph Views
Show / Hide graph values in Graph Views
Click the Show / Hide Values button to show or hide graph values. NOTE: There are 3 possible states:
Default (The button is grey. The graph is using the default setting for show / hide values.)
Show Values (The button is dark blue with numbers. Show values is enabled.)
Hide Values (The button is dark blue without numbers. Hide values is enabled.)
Show / Hide Targets in Graph Views
Click the Show / Hide Targets button to show or hide the target
The target will be displayed or hidden. For more info, see TIPS & TRICKS: Quotas & Targets.
Show / Hide Trends in Graph Views
Click the Show / Hide Trends button to show or hide the trend
The trend will be displayed or hidden. For more info, see Introduction to Trends.
Resize graphs in Graph Views
Click the Resize All button
Select the desired size
Export Graphs in Graph Views
Click Export Graphs
Click Start Export
Once the export is finished, click Download CSV. It will also be sent to you via email.
Print graphs in Graph Views
Click Print
Select the desired options and click Print
Check the Print Preview and click Print
Save Views
Select the desired filters
Click Save
Choose between New View and Replace Existing View. In this example, we will create a New View.
Type the desired Name for the View
If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.
You can select more than one Owner. Owner is the one who has Edit permissions for the View.
You can select one or multiple members that you want to share this View with.
Click Save
The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.
Search Views
Click Views
You can search by View name or hashtag.
NOTE: There are 3 types of hashtags:#owned - Owned means that the member is an Owner or has Edit permissions for the View.
#shared - Shared means that the View was shared to the member by another Owner or member.
#org - Org means that the View is owned by the Organization and is shared with everyone in the Organization. Organization-owned Views can also be found via the Search bar.
Select the desired View
The hashtag is displayed for each View
Share Views to another Position
Click the View
Click Share
Select the desired positions
You can allow the position to change the View
You can share the link directly to another member with copy/paste
Click Share. These positions will receive an email notification. They need to click the link in the email.
When the member clicks on Views, it will display the shared View.
Click the View
It will show the Owner's name, including the filters and graphs.
Replace existing Views
If the View is modified, click Save.
Click Replace Existing View
Select the View to be replaced. The currently modified View is selected by default.
If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.
You can remove existing Owners or add additional ones
You can share this View with other positions. They will received an email notification.
A Warning will be displayed that this change will affect everyone who can see this View
Click Save
Manage Views
Click the View
Click the gear icon
Click Edit
Type the desired Name for the View
If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.
You can select more than one Owner. Owner is the one who has Edit permissions for the View
You can select one or multiple members that you want to share this View with.
If you don't need the View, you can delete it.
Click Save
Delete Views
Delete a View if you are an Owner
See steps 1-8 in Manage Views
Delete a View if you are not an Owner
Click the View
Click the gear icon
Click X
A confirmation window will pop up. Click OK.
Remove filters
Click the desired filter
Click Remove Filter
To remove all filters at once, click the New Search button.
Open Your Graphs in Graph Views
Click Graphs
Click Try our new Graphs experience
Click the View
Click Your Graphs. Your graphs will be displayed.
NOTE: A fast way of opening this View is by typing its name in the main Search bar and clicking on it.
Open Your Team's Graphs in Graph Views
Click Graphs
Click Try our new Graphs experience
Click the View
Click Your Team's Graphs. Your Team's graphs will be displayed.
NOTE: A fast way of opening this View is by typing its name in the main Search bar and clicking on it.
Open All Graphs
Click Graphs
Click Try our new Graphs experience
If you have more than one Organization, you can select the desired one.
Click the + symbol
Select Created
Ensure it says "Created before"
Select Today. All graphs will be displayed.
Click Save
Type All Graphs
If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.
You can select more than one Owner. Owner is the one who has Edit permissions for the View.
You can select one or multiple members that you want to share this View with.
Click Save
The name of the View will be displayed. If you click on it, all other Views will appear.
The All Graphs View is listed among the other Views for future use.
NOTE: With All Graphs View open, you can bookmark this page in your web browser and whenever you need to open all graphs, you can click the bookmark and it will immediately open all graphs wherever you are in the app, without the need to go to Views and open the All Graphs View. This is the fastest way of opening all graphs.
New View Experience
Click New View Experience
You can leave your feedback
To open the help doc on Graph Views, click Views Help.
To switch back to the classic look of the Graphs page, click Back to Classic Experience.