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Upland Analytics Views

From the Upland Analytics Views list page users, typically administrators, can create and edit Views to suit their reporting requirements.

Note: Each user's profile is uniquely configured and permissioned. Your view and options may differ slightly depending on the permissions granted.
Warning: You must have a clear understanding of the database schema to be able to manage Upland Analytics Sources and Views. Database schemas are blueprints of how the data is organized in the database. Upland Analytics allows for great flexibility in managing the Sources and Views but it is only recommended for users with knowledge and understanding of the Database schemas and its administration.

Available Options

  1. New: Click New to create a new UA View.
  2. Edit: Select a view then click Edit to edit the selected UA View.
  3. Delete: Select a view then click Delete to delete the selected UA View.
  4. Download: Click any of the available download options to Download the list of all Views in UA.
    • Download CSV: Download the list of all available Views as a comma separated values (.CSV) file.
    • Download Excel: Download the list of all available Views as an Excel (.xlsx) file.
    • Download PDF: Download the list of all available Views as a Portable Document Format (.PDF) file.
  5. Filters: Click Filter to filter out the Views list.
  6. Pagination: Included at the bottom of the table to facilitate function.
  7. Refresh: Click Refresh in order to refresh the Views list.

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