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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)

Table Views: Overview

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

Table Views: How to Create

How-To
How-To Visual
  1. 1.
    Once you've created your Hub, select the + plus sign to Add a View inside
  2. 2.
    You'll now see a pop-up with all your options where you will:
    1. 1.
      Select Table
    2. 2.
      Select your Data Source
    3. 3.
      You can either Start from scratch or view the Table library to choose from public views
    4. 4.
      Name your Table View
    5. 5.
      You can further customize by adding a Name and an Emoji
  3. 3.
    Once your Table View has been created, you can start to add any filters to narrow down your results (CSM, trait filters, Segments, etc.)
  4. 4.
    Don't forget to Save Changes on the top right!
  5. 5.
    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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Table Views: Column Selector

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.
  1. 1.
    Select the Column Selector icon on the top right of your Table View
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  2. 2.
    The first tab Displayed Columns shows you all the Columns currently selected
    • You can drag and drop the order here
  3. 3.
    The second tab All Columns are all the other column options
    • Here you can select or de-select columns to data points you want to see (or not!)
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Customer Columns (NEW!)
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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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  1. 1.
    Simply select the column selector on the top right of your Table View to see all the different options (see GIF on right)
  2. 2.
    Once you've selected the Column Selector you will now have Account (and Organization) tabs.
  3. 3.
    Selecting each tab will give you data points that you can visualize right in your Activity View.
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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 that are tagged as "Follow-up" items.
Once you've created your Task Table View
  1. 1.
    Select Incomplete Tasks to designate that you want to see only the tasks still needing attention.
  2. 2.
    Next, select the check box labeled You to filter for tasks assigned directly to you.
  3. 3.
    Finally, create a task filter of Tags > Contains > Follow up
  4. 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. 1.
    Select Open to identify select only open conversations
  2. 2.
    Select the check box labeled Intercom to filter for conversations based in Intercom.
  3. 3.
    Create an account filter where the Status is set to Qualified Trial.
  4. 4.
    When you're satisfied, select the Save Changes button in the top right of the window, and name your view.
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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. 1.
    Select the checkbox named Meeting to view notes categorized as such
  2. 2.
    Create a Note Filter that filters for notes tagged as Onboarding guidance
  3. 3.
    Create an Account Filter that filters for accounts currently in an Onboarding segment.
  4. 4.
    When you're satisfied, select the Save Changes button in the top right of the window, and name your view.
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Table Views: Managing Views

Once you've created your Table View you can easily edit it, clone, or share 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
  1. 1.
    In your Table View, select the meatball menu
    on the top right
  2. 2.
    Select Edit table details
  3. 3.
    You'll then see a pop-up to edit any of these details
    1. 1.
      Emoji
    2. 2.
      Name
    3. 3.
      Publish settings: Publish this table in the table library for use in other hubs
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Clone Table View
Instead of recreating a Table View from scratch, you can clone a view to easily edit.
  1. 1.
    In your Table View, select the meatball menu
    for more options on the top right
  2. 2.
    Select Clone table
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Publish Table View Publishing a Table View allows others to search for your view in the View Library.
  1. 1.
    Select Edit table details
  2. 2.
    In your Table View, select the meatball menu
    on the top right
  3. 3.
    You can then toggle the switch to publish this table in the table library for use in other hubs
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.
  1. 1.
    Select Share at the top right of your Table View
  2. 2.
    Select individual teammates
  3. 3.
    Configure their permissions
    • Can View
    • Can Edit
  4. 4.
    You can remove individuals right here as well by selecting the drop down next to their name to select Remove
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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Table Views: Use Cases & Walkthrough

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.
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Last modified 3mo ago