Beacon

Working with views

Updated 3 months ago

Views help you see your data in the way that works for you. Unlike spreadsheets, you can have multiple views at once, set up for yourself or different teams - so everyone can quickly see the data that matters.

In Beacon there are two kinds of view:

  • List - a spreadsheet-like table
  • Pipeline - records grouped into columns (sometimes called "kanban")

List views

List views are the most common kind of view in Beacon. When you view any kind of records list, the default list will show all of your records in a list format:

Screen Shot 2018-03-30 at 11.14.41

You can choose which columns to show by clicking the columns icon in the top right of the list, next to the search icon:

Screen Shot 2018-03-30 at 11.16.11

It's also possible to customize the order that columns show in by drag and dropping columns:

Screen Recording 2018-03-30 at 11.18 am

Pipeline views

Pipeline views help you view your data in a set of columns, based on a dropdown field. This is particularly useful for managing data where records move through a series of steps - the progress of grants, high value donations, or volunteer onboarding.

You can easily move records along a pipeline by click and dragging them to the new stage:

Screen Recording 2019-08-20 at 01.01 pm

You can also re-order the columns by click and dragging them. (If you're an admin)

Creating a view

1) Click the views dropdown on any list page:

view-dropdown

2) Click Create a view

Screen Shot 2018-03-30 at 12.00.15

3) Name your view. If you'd like to create a pipeline view, change the type to Pipeline and pick a dropdown field to use for the columns. (Each dropdown option will appear as a separate column)

Screenshot 2019-08-20 at 12.54.39

4) Click Save.

5) (Optional) If you'd like to only show a filtered list of records in your view, cli the filters icon, and assign some filters to your new view.

Saving filters to views

One of the most useful features of views is the ability to assign filters to them. This lets you see the data that matters to you in the view - and no more.

A common use case for this might be to only show volunteers in the list, so you can move the volunteers through the onboarding flow without seeing any of the non-volunteer contacts.

You can save filters to a view or create a new view by clicking the Save View button at the bottom of the filter drawer:

Screenshot 2019-08-20 at 12.53.41

close

Contact Us

It'd be great to hear from you! To reach out, fill in your details below and we'll get back to you.

close

Register for webinar

To join this webinar, please enter your details below and we'll send you details on how to join.



close