Table Views Overview
Vitally can track many data points on your customers and users - from subscription details to product engagement data to anything in between. With so many data points available, you'll likely want to be able to revisit the most critical information about your customers easily. Table Views allow you to save common customer or user reports and revisit them easily. You can customize Hubs with your most important data and work with Views. You can add as many Views as you need and use folders to help you organize and prioritize everything.
Let's say you want an easy way to view only your highest MRR customers who are nearing their renewal. It is important to be able to see a dynamically updating view of these customers, along with only the traits that matter. In Vitally, it takes just seconds to build a report that prioritizes the customers and data points that you're interested in.
You'll then be able to revisit this View (with updated data) at any time by selecting it in your Hub
How to Create Table Views
How-To | How-To Visual |
How to Create a Table View
All Hub members can view this table, but only you and those with edit access can edit it. You can grant additional view or edit access to any team member by selecting the Share button on the top right | 
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Column Selector in a Table View
The Column Selector allows you to display columns in your Table View so you see the data that matters most to you. If you want to export a view, these columns are the ones that will be shown in your export!
How-To | How-To Visual |
Column Selector The Column Selector allows you to pick and choose from the columns in your Table View. Follow the steps below to pick what columns you'd like in your view:
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Customer Columns Columns from other Objects in Vitally can be added to Activity Table Views. Cross-object columns are supported in the following Table Views: Docs, Projects, Notes, Tasks, Indicators, Custom Objects, and NPS.
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Table View Examples
Scenario: You want to have an active view of any open tasks that are assigned to you and tagged as "Follow-up" items.
Scenario: You want to have an active view of any open tasks that are assigned to you and tagged as "Follow-up" items.
Once you've created your Task Table View
Select Incomplete Tasks to designate that you want to see only the tasks still needing attention.
Next, select the check box labeled You to filter for tasks assigned directly to you.
Finally, create a task filter of Tags > Contains > Follow up
When you're satisfied, select the Unsaved Changes button in the top right and select Save Chang
Scenario: You want to see all open Intercom conversations for any account identified as a Qualified trial.
Scenario: You want to see all open Intercom conversations for any account identified as a Qualified trial.
Once you've created a Conversation view
Select Open to identify select only open conversations
Select the check box labeled Intercom to filter for conversations based in Intercom.
Create an account filter where the Status is set to Qualified Trial.
When you're satisfied, select the Save Changes button in the top right of the window and name your view.
Scenario: You want to quickly view all onboarding meeting notes from customers who are actively being onboarded.
Scenario: You want to quickly view all onboarding meeting notes from customers who are actively being onboarded.
Once you've created your Notes view
Select the checkbox named Meeting to view notes categorized as such
Create a Note Filter that filters for notes tagged as Onboarding guidance
Create an Account Filter that filters for accounts currently in an Onboarding segment.
When you're satisfied, select the Save Changes button in the top right of the window and name your view.
Managing Table Views
Once you've created your Table View, you can easily edit it, clone it, share it, or export it.
How-To | How-To Visual |
Edit Table View Details You can now edit table details like changing the emoji, name, or publishing to be accessible in the table library
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Clone Table View Instead of recreating a Table View from scratch, you can clone a view to easily edit.
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Publish Table View Publishing a Table View allows others to search for your view in the View Library.
Note that all Admins who have access to a view can make changes to the "master" view (i.e. changes done by Admins will be reflected in all Hubs that this view is used in) | 
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Sharing Table View Sharing a table is not quite the same as publishing it to be used in a Library. When sharing a Table View, you can choose whether that person can edit it or just view it.
Note that all Admins who have access to a view can make changes to the "master" view (i.e. changes done by Admins will be reflected in all Hubs that this view is used in) | 
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Export Table View Export a table view including all visible columns as a CSV file. All Table View types can be exported from Vitally!
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Resize the Table Volumes: Just click and drag on the handle near the right border of any header cell. These are locally saved so this will not save globally or even a different browser.
Pro-tip: Double-click on the drag handle to reset the column to its default size! | 
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FAQ
Q: I can't find my View in the Library
A: If you have not published a view to be found in the Library, you will not be able to search for your view. You can clone the view and add it to another Hub.