Claret Docs
  • Claret
  • Navigating these Docs
  • Using Claret
    • Getting Started
      • Navigating Claret
      • Global Settings
      • Setting up Modules
      • Transactional Data
      • Managing Views
  • Make
    • Make Planning
      • Make Planning Setup
  • Sell
    • Forecast Workbench
      • Forecasting Models
    • Long Term Planning
    • Sales Collaboration
      • Using Sales Collaboration
      • Collaborating on Sales Data
  • Transactional Data
    • Sales
      • Sales Data Import
      • Bulk Copying Sales Data
    • Supply Plans
      • Supply Plan Data Import
      • Bulk Copying Supply Plan Data
    • Inventory
      • Inventory Import
    • Exporting Data
  • Master Data
    • Calendars
    • Crop Locations
    • Crop Location Hierarchy
    • Customer Groups
    • Customer Group Hierarchy
    • Items
      • Finished Goods Items
      • Work in Process - aged Items
      • Crop Items
    • Item Hierarchy
    • Item @ Customer Groups
    • Item @ Locations
    • Location Maintenance
    • Recipes
    • Routings
    • Sale Types
    • Supply Types
  • Application Maintenance
    • Application Settings
    • User Admin
      • Managing User Privileges
      • Password Reset
      • SSO Integration
        • SAML 2.0 with Okta
  • Integrations
    • Overview
    • Data Interface Requirements
  • APIs
    • Authentication
    • Pagination
    • Public APIs
      • Sales Data
      • Supply Plans Data
Powered by GitBook
On this page

Was this helpful?

  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.

PreviousTransactional DataNextMake Planning

Last updated 8 months ago

Was this helpful?

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.