View Basics

What is a view?

Views are specific to each individual table in your portfolio; you can use views to show only specific fields or projects, and apply other configurations to manage the information in that view. Each view can have its own unique configurations to hide, sort, and filter projects within a portfolio.

The important thing to understand is that a view is just a different way of looking at the same underlying data! This means that if you edit the data in a project while in one view, it will change that data for all views, since all views are looking at the same project. In fact, whenever you're looking at your data in Braineet, you're always looking at your data through a view. Even if you're looking at your data through the default "Table view" that comes with every new portfolio, you're still looking at your data through a view.

Creating a new view

To create a new view, start by going to your portfolio then clicking on the “+” button to select the the type of view you'd like to create.

Once you've picked a view type, clicking on that type. You can now choose the view permission type and name your view then finish the process by clicking "Add this view".

Duplicating a view

Duplicating views can help you make small adjustments to other views that already exist without having to rebuild all of the filtering conditions, groups, hidden fields, etc.

Just click on the dropdown menu next to a view in the sidebar and choose "Duplicate view”.

Deleting a view

To delete a view, click the ... view menu and then select Delete view at the bottom of the dropdown menu that appears.

Reordering a view

To reorder your views, click the dropdown arrow to the left of the view name. Then, mouse over to the left-hand side of the view you wish to move. Click and drag on the view title to its new location.

Download a view as a Excel file

You can export all of the records in a given table view to Excel by opening up the view menu, then selecting the Export menu option.

Edit or Rename a view

To rename a view, click the ... view menu and then select “Edit”.