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iiQ Facilities - Contractor Custom Views

Custom Views are saved, and filtered searches are designed to make your work in iiQ faster and more organized. With Custom Views, you can:

  • Filter your data to show only what you need.

  • Sort your results to quickly find specific information.

  • Customize your layout by reordering or hiding columns to fit your specific workflow.

Creating a Custom View

To create a new Contractor view, select New View in the left navigation or in the More dropdown on the Contractor page.

  1. Name the View: Provide a name for the custom view.

  2. Add Filters: Click Add Filter to open the selection window.

    1. Use the left column to narrow the category.

    2. Select the filter type from the right column.
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  3. Configure Data: Choose the specific data to display. Use the Exclude checkbox to find contractors that do not match your criteria.
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  4. Save: Click Save Selection.

  5. Repeat: Use Add Filter again to apply multiple filters as needed.

Columns Tab

Use this tab to add, delete, or rearrange columns within your view.

  • Ordering: Drag and drop data options under Selected Columns. The order from top-to-bottom corresponds to the left-to-right placement in your view.

  • Sorting & Display: Use the bottom options to select the sorting criteria and set the total number of items to display per page.

Sharing Tab

Share views to collaborate with other technicians and admins.\

  • Sharing: Select the Sharing tab and use the drop-down menu to add specific agents, admins, or teams.

  • Manage Access: Click the Pencil icon next to a user to modify their access level or ownership status.

Important Note: If you share a view with another user and designate them as the owner, deleting the view on your end will also remove it for the second owner.

Accessing Custom Views

Custom views are located in the left sidebar under the Views section.

Editing and Deleting Custom Views

  1. Navigate to the view you wish to modify.

  2. Click View Settings in the upper-right corner to reopen the View Designer.

    1. To Edit: Make your changes and save.

    2. To Delete: Click Delete View in the bottom-left corner of the window.

Exporting Custom Views

You can export views to CSV format for external use or printing.

  1. Click View Settings in the upper-right corner.

  2. Select the Export tab.
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  3. Name the export file, choose the format, and apply additional filters if necessary.

    • Use the export preview to review your data before finalizing the download.
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  4. Navigate to the Columns tab to configure column selection and order (drag and drop names to reorder).

  5. Select Export to download the view as a .xlsx file.

Managing Shared Views

To control the visibility of views shared with you:

  1. Navigate to the Views section on the left sidebar.

  2. Click the Manage Shared Views link.

  3. Adjust the visibility settings for your shared views as needed.

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