Dashboard Views

Creating views within the session submission, exhibitor, and sponsor dashboards

Creating a view is a great way to personalize the way you see fields based on your current needs. Views can be created and seen by all admins.

How To Create A View

1. Within your event, navigate to the dashboard you are working from (for the purpose of this example, we will be looking at the Submissions dashboard).

2. Once in the dashboard, you are able to edit the following areas to create a customized view:

   1. Fields

      1. Select "Show/Hide Fields" to add, order, and hide fields that you want to be shown on your dashboard view. Once completed, click the orange "Update View" button.
         ​

         
         
         NOTE: Fields are separated between "People/Group/Session Fields" and "Reporting Fields". Reporting Fields allow you to see the completion status of tasks for each portal user. 
         ​

   2. Filters

      1. Select "Add Filter" from the left side of your screen.
         ​

         

      2. Within the pop-up window, select the field that you would like to filter by.

      3. Next, you will be able to apply settings to this field to further filter by such as:

         1. contains

         2. does not contain

         3. is empty

         4. is not empty

      4. Once complete, do not forget to select "Add filter" at the bottom of the pop-up window.

      5. From here, continue to step 3 to save the view you have created.

   3. Sort By

      1. Select "Add Sort By" from the left side of your screen.
         ​

         

      2. Within the pop-up window, select the filter that you would like to sort as well as if you would like to sort by ascending (ASC) or descending (DESC).

      3. Once complete, do not forget to select "Add sort by" at the bottom of the pop-up window.

      4. From here, continue to step 3 to save the view you have created.

3. Next, it is time to save the view. To the left of your screen, select the paper icon (see image below) to save this as a NEW view.

   1. NOTE: If you would like to make an update to an EXISTING view, you can click the "Save" button instead.
      ​

      

Navigate To A View

To select a view to see, select the down arrow next to the grey "Views" icon. This will open a pop-up window that will allow you to select a view that you have previously created to see.

Rename A View

Within your dashboard, select the "Edit View" button from the right side of your screen and click "Rename".

Within your dashboard, select the "Edit View" button from the right side of your screen and click "Delete".