Groups & people have their own workspaces that allows you to create dashboards & filtered views that track a combination of custom fields, form submission, uploaded files, and orders at a glance. They can be customized to display the columns that are most important to you in the order that you want, and you can create multiple views/dashboards within each workspace for a given group type or people type.

Follow these steps to setup and customize your dashboards for each group.

  1. From the group or people type's main page, click on "Show/Hide Fields". 
  2. Check what fields you want to see from the group/people & reporting field lists.
  3. Rearrange the fields to your preferred order in the right column under "Showing Fields".
  4. Click on "Update View."
  5. Click on "Save View" next to the search bar.

Did this answer your question?