Groups & people have their own workspaces that allow 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.

Video Walkthrough on Setting up Dashboards:

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.


Configuring Your Views

On each index, on the left, is the option to ‘Show/Hide Fields’

This is how you can set up the different views you want to use/switch between as you are either at different stages of planning or want to create different types of exports for reporting purposes.

The fields on the left will display all of the fields you built in the settings of your module. As you select each one, they will populate over on the right. You can use the grid/dots to the left of each name to drag/drop and order the columns as you want.

When you are happy with your order click update view to see your changes.

If you are satisfied with the layout, be sure to click Save View at the top.

You can click on the 3 dots to rename or delete the current view.

You can create multiple different views, each with their own name. If you click on Views (under the current dashboard name) you will see your list of current views as well as the ability to 'Add a new view'.

If you just want to switch into a new view you can do so but clicking on the view name. However, if you want to create a new view, click 'Add a new view'.

Give your view a name. It will default with all of the fields you had in your previous view to give you a starting point. Click Show/Hide Fields and follow the steps above to set up your columns (make sure you hit save view when you are done!).

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