Working with views

Updated a month 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")

link 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

Change the order of records in your list by clicking the name of the column you'd like to sort by. Click again to reverse the order: Sorting a list of records

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 dragging columns to where you'd like them: Screen Recording 2018-03-30 at 11.18 am

link Pipeline views

link Check out our video guide on creating 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)

help_outline A maximum of 200 records can be displayed in a pipeline. If you have over this amount, apply filters to your view to bring the number of records below 200.

link Creating a view

  1. Click the views dropdown on any list page:


  1. Click Create a view

Screen Shot 2018-03-30 at 12.00.15

  1. 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

  1. Click Save.

  2. (Optional) If you'd like to only show a filtered list of records in your view, click the filters icon, and assign some filters to your new view. You can save them by clicking the Save View button under your filters.

link 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 12.53.41Save view


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