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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)

Laura Bedoya avatar
Written by Laura Bedoya
Updated over 6 months ago

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

  1. Once you've created your Hub, select the + plus sign to Add a View inside

  2. You'll now see a pop-up with all your options where you will:

    1. Select Table

    2. You can either Start from scratch or select from Existing Views

    3. Select your Data Source

    4. Name your Table View

  3. Once your Table View has been created, you can start to add any filters on the right panel

  4. You can also edit the columns shown

  5. Don't forget to Save Changes on the top right!

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

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:

  1. Select the Column Selector icon on the top right of your Table View

  2. The first tab Displayed Columns shows you all the Columns currently selected

    • You can drag and drop the order here

  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!)

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.

  1. Select the column selector on the top right of your Table View (see GIF on right)

  2. Select the Account (and/or Organization) tabs.

  3. Add any data point from this Object to visualize it right in your Activity View.

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.

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 Chang

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.

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

  1. In your Table View, select the meatball menu on the top right

  2. Select Edit table details

  3. You'll then see a pop-up to edit any of these details

    1. Emoji

    2. Name

    3. Publish settings: Publish this table in the table library for use in other hubs

Clone Table View

Instead of recreating a Table View from scratch, you can clone a view to easily edit.

  1. In your Table View, select the meatball menu for more options on the top right

  2. Select Clone table

Publish Table View Publishing a Table View allows others to search for your view in the View Library.

  1. Select Edit table details

  2. In your Table View, select the meatball menu on the top right

  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)

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. Select Share at the top right of your Table View

  2. Select individual teammates

  3. Configure their permissions

    • Can View

    • Can Edit

  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)

Export Table View Export a table view including all visible columns as a CSV file. All Table View types can be exported from Vitally!

  1. Customize the columns you want to include in the export using the Column Selector.

  2. Select the export icon on the top right corner of each Table View to download your CSV.

  3. A link will be sent to your email address. For security reasons, this link is only valid for one hour after you request the export!

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!

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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