Build Views
3 min
required permissions all users assigned to a role with permissions can view this feature only users who are assigned a role with permissions can edit data or customize settings the page includes , or prebuilt data , that are commonly tracked in our industry for milk production, health and wellness tracking, successful breeding programs, among other categories once saved, your can be added to dashboards or viewed directly from the my tab use filters to limit the templates shown by frequency or category expand used in this to see which are included in the template add a view from a template to quickly add a for your , use a prebuilt from the tab click add view to the dairy or customize to continue adding the to your adds it to the my views docid\ euz3nkbkeetqbwth4 yn3 tab and makes it available for addition to your continue to build a custom view docid\ euz3nkbkeetqbwth4 yn3 to learn about customizing a build a custom view use the following guidelines when building custom for use in your click customize to start building a from an existing template this option is helpful if you're aiming to build a similar , but want to change or add more data points or adjust the frequency of the click the build custom button at the top right of the page to start building a from scratch when building your , select related data points and to measure and compare associated details for instance, if you need to track weekly replacement females born to heifers, you would only add lactgrp0 birth data to your create as many as you need then group your in a to keep related metrics together follow the steps below to create your custom build a from an existing template or build a custom view click customize to start building a from an existing template click the build custom button to start building from scratch select whether to track this on a daily, weekly, or monthly basis and click create use search and the categories filter on the left column to find the specific data points and you'd like to track expandableheading{customanchorslug="sm search"} show me how to search for and filter kpis \ drag and drop the s for your from the left column into the view output on the right if necessary, drag and drop the column headers to change the order of the s, or delete you'd like to remove expandableheading{customanchorslug="sm reorder"} show me how to reorder columns and delete kpis \ enter a view name click save and execute to show your view my views when you build custom or add them from a template, they are automatically added to the my tab the available here can be added to your see add a dashboard docid\ asfi6p5rheynb2i9229r9 to build a new view details click see view to open the data details in a new page the data displays in a table format edit, export, or delete view the options button at the top right of the to edit, export, or delete your tip export data for deeper analysis or to support record keeping efforts see build a custom view docid\ euz3nkbkeetqbwth4 yn3 to learn how to customize and edit your view < return to herdsights overview docid\ iuy184tqbahuukisjis2i