iiQ Events - Organization Custom Views

Custom Views can be an important tool for reporting, auditing, ease of visibility, and more.

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

You can 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, name your custom view in the View Designer window. Then, apply your different filters 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 select the filter type you’d like to use from the options on the right side of the window.

Some of the available filter options include:

Next, you’ll be asked to select the specific data you want to display from the chosen filter category. Alternatively, you can select the Exclude checkbox to search for all tickets that do not match your desired 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.

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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 the data you want to sort your view by and the total number of items you’d like to see displayed on the page.

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You can share your custom view with other agents and admins. First, you'll need to save your custom view. When viewing your custom view, select View Settings in the right corner.

Next, select the Sharing tab. You can share your custom view with other agents/admins or teams here. 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.

Just so you know, if you share a view with another user and make them the owner of that view, deleting it on your end will also remove it for the second owner.

Custom views are easily accessible under the Views section on the left sidebar.

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To edit or delete a custom view, click View Settings in the upper-right corner of the view. This will reopen the View Designer, where you can change your custom view.

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

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You can export event views to CSV to adjust data and/or print them to share with others, such as the school board, technology agents, custodians, etc.

To export a custom view, click View Settings in the upper-right corner of the view. This will reopen the View Designer, where you will select the Export tab.

Next, you can name the export file and add additional filters if needed.

At the top, select the Columns tab to configure which columns you want to export. You can change the order of the columns by dragging and dropping their names.

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

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.