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Table Views
Views help you and your team to easily revisit specific data points about your objects (Accounts, Users, Conversations, Custom Objects, etc)
Vitally can track many data about 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. Being able to see a dynamically updating view of the customers who are in this phase, along with only the traits that matter is important. 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
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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!
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Column Selector The Column Selector allows you to pick and choose from the columns in your Table View.
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Customer Columns (NEW!) You can now add columns from other Objects into Activity Table Views! No more having to quickly switch across views or export data and combine them in different tools. The column groups will be supported in Table View types: Docs, Projects, Notes, Tasks, Indicators, Custom Objects, and NPS.
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Scenario: You want to have an active view of any open tasks that are assigned to you, and that are tagged as "Follow-up" items.
Once you've created your Task Table View
- 1.Select Incomplete Tasks to designate that you want to see only the tasks still needing attention.
- 2.Next, select the check box labeled You to filter for tasks assigned directly to you.
- 3.Finally, create a task filter of Tags > Contains > Follow up
- 4.When you're satisfied, select the Unsaved Changes button in the top right and select Save Changes
Scenario: You want to see all open Intercom conversations for any account identified as a Qualified trial.
Once you've created a Conversation view
- 1.Select Open to identify select only open conversations
- 2.Select the check box labeled Intercom to filter for conversations based in Intercom.
- 3.Create an account filter where the Status is set to Qualified Trial.
- 4.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.
Once you've created your Notes view
- 1.Select the checkbox named Meeting to view notes categorized as such
- 2.Create a Note Filter that filters for notes tagged as Onboarding guidance
- 3.Create an Account Filter that filters for accounts currently in an Onboarding segment.
- 4.When you're satisfied, select the Save Changes button in the top right of the window, and name your view.
Once you've created your Table View you can easily edit it, clone, or share it.
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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) | ![]() |
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.