Views and reports: which view should I use?

Every Viindoo menu shows its records in several views: list, kanban, calendar, pivot, graph, activity and, in some apps, cohort, map, Gantt, hierarchy or Sankey. Switch views with the icons at the top right, under the search bar. All views use the same search and filters, so you can filter once and look at the result as a table, a board, a chart or a calendar. Reports are simply the pivot and graph views of the data.

Who	Any user.
App	All apps (the examples below use CRM and Sales)

Before you start

• Know how to filter and group records: views show only the filtered records.

• The examples use the CRM and Sales apps. The Locations report needs Inventory, the map view Contacts Map, the Gantt view Project Scheduling, the hierarchy view Employees and the Dashboards need the Dashboards app.

Which views does a menu offer?

Each menu shows only the views that suit its data. For example, Sales ‣ Orders ‣ Quotations offers list, kanban, calendar, pivot, graph and activity views, while Inventory ‣ Reporting ‣ Locations (shown when Storage Locations is enabled) offers only list, pivot and graph.

View	Use it to
List	Read, compare and edit many records at once; select records for actions such as export.
Kanban	Follow work by stage and move a card to the next stage by dragging it.
Calendar	See records on their dates (meetings, deadlines, deliveries).
Pivot	Sum and count by rows and columns, like a spreadsheet pivot table.
Graph	See trends and shares as bar, line or pie charts.
Activity	See every planned activity (call, meeting, to-do) per record and its status.
Cohort, Map, Gantt, Hierarchy, Sankey	Specialised views available in some apps, described below.

How do I read records in a list or kanban view?

1. Click the List icon to show one record per line. Each column is a field, such as Opportunity, Email or Expected Revenue.

2. Click the Kanban icon to show one card per record, in columns by stage (for example New, Qualified, Proposition, Won). Drag a card to another column to change its stage. See What is Kanban?.

How do I see records on a calendar?

1. Click the Calendar icon. Records are placed on their date, for example opportunities on the deadline of their next activity. Switch between day, week, month and year at the top left, and tick or untick people in the right panel to show or hide their records.

How do I analyze data in a pivot table?

1. Click the Pivot icon. Click a row or column header to break it down by another field, and use the buttons above the table (see the table below).

Button	What it does
Measures	Chooses the values to sum or count, for example Expected Revenue or Count.
Flip axis	Swaps rows and columns.
Expand all	Opens every row and column that was collapsed.
Download xlsx	Downloads the table as an Excel file.

How do I show data as a chart?

1. Click the Graph icon, then choose Bar Chart, Line Chart or Pie Chart with the icons above the chart, and the value to show in Measures.

2. For bar and line charts, use Stacked to stack the groups, and Descending or Ascending to sort the bars. Line charts also offer Cumulative.

How do I see planned activities?

1. Click the Activity icon. Each row is a record and each column a type of activity; green is planned, orange is due today and red is overdue. Click a cell to see or plan an activity.

Which specialised views exist?

View	What it shows	Where to find it
Cohort	How groups of records created in the same period evolve over time.	For example CRM ‣ Sales ‣ My Pipeline, cohort icon.
Map	Records placed on a map by address. Click Open in Google Maps to get directions.	Contacts, map icon, when the Contacts Map module is installed.
Gantt	Tasks or projects as bars on a timeline.	Project, Gantt icon, when the Project Scheduling (Gantt) module is installed.
Hierarchy	Records as an organization chart.	Employees, hierarchy icon, when the Employees app is installed.
Sankey	How many records moved from one stage or status to the next.	For example Sales ‣ Orders ‣ Orders, Sankey icon, when the Viin Sale Sankey module is installed.

How do I put several reports on one screen?

The Dashboards app shows ready-made dashboards by area (CRM, Sales, Finance…). You can also build your own My Dashboard from any list or report:

1. Open the list or report you want, filtered and grouped as needed. Click the gear icon next to the view title, choose Dashboard, type a name in Add to my dashboard and click Add.

2. Open Dashboards ‣ My Dashboard to see it next to the other reports you added.

Common problems

Problem	What to do
A view icon is missing.	The menu does not offer that view, or the module that adds it (for example Gantt) is not installed.
The pivot or graph shows fewer records than the list.	The views share the same filters. Check the facets in the search bar.
The Sankey or graph view shows no data to display.	The filter excludes every record (for example My Quotations when you have none). Remove the filter or change the Display option.

Next steps

• How to search, filter, group and save searches: filter and group the data before you analyze it.

• How to export and import data in Viindoo: export a list to Excel.