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  1. Using Claret
  2. Getting Started

Managing Views

Learn how to manage and customize views in Claret for a personalized data display experience. Explore workspace and personal views, and understand how to create, edit, and use them effectively.

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Last updated 7 months ago

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Within Claret we use Views to allow users to customise how they see data. How you see data on many Claret pages depends on how views are configured. A view is a layout, with defined columns, filters and formulas. Having multiple views of data can help you quickly move between different ways of seeing things.

There are 2 types of Views within Claret:

  1. Workspace Views - these are views that have been set up by administrator users for your company. All users have access to these views.

  2. Personal Views - these are views specific to you, and only seen by you. When you create a view, it will be a personal view by default unless you are an administrator and able to mark it as a workspace view. You can have as many personal views as you like.

View functionality is currently available for:

  • Forecast Workbench

  • Long Term Planning

  • Sales Collaboration

  • Sales

  • Make Planning

  • Crop Supply Planning

At any time, the name of the view you are currently on can be seen in the top right of the header bar.

Details on how to create views for each module can be found within the module documentation.