Views
Saved combinations of filters, sorts and grouping over a data object.
A single data object can serve many purposes, and different people need to see it differently. A view is a saved lens over an object: a particular combination of filters, sorting, and grouping that you can name and return to.
What a view captures
A view doesn't change the underlying data; it changes how you look at it. It remembers:
- Filters: which records to show (for example, only open positions, or only this quarter).
- Sorting: the order they appear in.
- Grouping: how they're clustered, if at all.
Switch to a different view and the same object reframes instantly, without touching a single record.
Why views exist
Two things make views valuable. First, focus: instead of scrolling a full object, each person opens straight to the slice that matters to them. Second, consistency: when a view is saved and shared, everyone looks at the data the same way, so a team's numbers line up rather than drifting apart because two people filtered differently.
Views are how a broad, shared dataset stays useful to narrow, specific jobs.
Where views show up
Views live on the data object itself, and the same saved lens can feed other surfaces. A canvas widget, for instance, can read from a view so a chart always reflects the intended slice of data. That connection is what keeps a dashboard honest as the underlying records change.
The Manage data views page in the Data section covers how to build and save views.