With Views, shape and combine your data into any widget type – matching how you and your client measure performance, not how platforms output it.

Once your view is built, it stays up to date automatically – no more weekly spreadsheet pulls before client calls.

Follow these steps to build a new View from a Report or Dashboard.

Step 1: Open the Report or Dashboard where you want to add the View.

Step 2: Click Views on the right-side toolbar.

Step 3: Click Create View.

Step 4: Choose how you'd like to start the View. You can type in an AI prompt, choose from suggested prompts, manually fill a blank view, or clone an existing view.

For example, you could use the suggested prompt "Cross-Platform Ad Performance" to compare important metrics between Facebook Ads and Google Ads.

Step 5: After entering or selecting a prompt, your View will generate. From here, you can make further changes to the View.

The top of the table notes the purpose of each column:

You can add more data sources or metrics to the View by clicking Add in the respective column. Only one dimension can be selected to organize the data by.

Step 6: Click the pencil icon in the upper-right corner of any column to open that column's menu.

Step 7: Adjust the related settings using the drop-down menus and text fields in that menu.

Step 8: Scroll down in the Create View window to see a preview of the data.

Step 9: Click Save View in the bottom left when you're ready.

Once a View is created, you can decide which widget type to share and add it to a Report or Dashboard.

Step 1: Drag and drop the saved View from the Views menu on the right onto your Dashboard or Report.

Step 2: Click and drag the widget to move it, or click and drag the bottom right corner to resize it.

Step 3: Click the View widget, then click Data at the top of the right sidebar.

Step 4: Choose the widget type you would like to display under the Visualization tab. Check out Widgets for a list of widget types available.

Step 5: Then choose your preferred sort metric and sort direction from the drop-down menus.

You can view, preview, and edit all your Views from the Views page for a Client.

Step 1: Navigate to a Client.

Step 2: Click More in the top navigation bar.

Step 3: Click Views in the dropdown.

On the Views page, click the name of a View on the left to preview it. To make edits, click Edit View in the top right. Click Create View in the bottom left to make a new View from this page.

You can permanently delete a View from the Views page for a Client.

Step 1: Navigate to the Views page (Client, then More, then Views).

Step 2: Hover over the View name in the left sidebar.

Step 3: Click the red trash can icon.

Step 4: In the confirmation pop-up, click Delete to permanently delete the View.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄