iiQ Events - Custom Views

The following guide provides step-by-step instructions on creating, accessing, editing, sharing, and deleting custom views and adding custom views to your Dashboard for the iiQ Events Module. All images were taken from the iiQ Events Module.

Custom Views can be an extremely powerful tool for reporting, auditing, ease of visibility, and more. These are saved filtered searches that can be created for under different views within iiQ. (e.g. tickets, assets, users, events, parts, and more).

You can create new views from the left sidebar. Clicking the New View button will open the View Designer window.

You will be able to add filters to curate the data set for your custom view. In addition to using filters to curate the appropriate data set, you can further manipulate the view of your data by sorting, reordering, and hiding columns within the view.

First, you need to name your custom view in the View Designer window. Then apply your different filter by selecting Add Filter.

This will open up the filter selection window. You can use the left column to narrow down your filter category and then select what filter type you’d like to use from the options on the right side of the window.

Next, you’ll be asked to select the specific data you’d like to display from the chosen filter category. Alternatively, you can select the Exclude checkbox to search for all tickets that do not match your chosen criteria. Click Save Selection.

You can continue using the Add Filter button to apply multiple filters to your view, allowing you to be as broad or specific as needed.

​

The columns tab allows you to select what columns of information you want in your custom view.

You can quickly add and delete columns of data as needed. Additionally, you can change the order of your columns in your custom view by rearranging the data options listed underneath Selected Columns. Please note that this list’s top-to-bottom ordering will translate to a left-to-right placement of your custom view columns.

The options at the bottom of this tab allow you to select what data you would like to sort your view by and the total number of items you’d like to see displayed on the page.

​

You can share your custom view with other agents and admins. First, you will have to save your custom view. Select View Settings right corner of your view when viewing your custom view.

Next, select the Sharing tab. Here you can share your custom view with other agents/admins or teams. This gives administrators and agents with the correct permissions an easy way to design and push out views they feel would be helpful to agents around the district.

Within the drop-down menu, you can select the desired user(s) you wish to share your view with. Once added, these individuals will see this view appear alongside their custom views.

Additionally, you can easily change the access level and even ownership of this custom view by selecting the Pencil icon on the right-hand side of any user.

All of your custom views are easily accessible under the Views section on the left sidebar.

​

To edit or delete a custom view, click the View Settings in the upper-right corner of the view. This will reopen the View Designer. You can make any changes to your custom view as needed.

You can delete the view by clicking on Delete View in the bottom-left of the window.

​

Event Admins and Agents can export Event views to CSV to adjust data and/or print to share with others like the school board, technology agents, custodians, etc.

From any custom view, select More Icon > Export.

Next, you are able to name the export file name and add any additional filters if needed.

At the top, select the Columns tab to configure which columns you would like to export. Change the order of the columns by dragging and dropping the columns' names.

Select Export when you are ready to download the view to a .xlsx.

In the View, Event Type is already listed inside the Event Name column, right under the Name, but for the Export, it will be its own column. This is important for the use cases around reporting and sharing data via CSV.

Event Type can be added as a column in Export Settings but is not included by default in order to keep the behavior consistent with other tables that include more than one data value within a single column in the View.

​

You can manage custom views that other agents or admins share with you. Under Views, click on the Manage Shared Views link. Here you can control the visibility of the custom views shared with you.

​

---

Kathryn Carter - Community Moderator