Data Views

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

Note: Each user's profile is uniquely configured and permissioned. Your data view and options may differ slightly depending on the permissions granted.

Caution: You must have a clear understanding of the database schema to be able to manage data 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 data 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: Creates a new data view.
  2. Edit: Edits the selected data view.
  3. Delete: Deletes the selected data view.
  4. Download: Downloads a list of all data views in UA. Select from one of the following options:
    • Download CSV: Download the list of all available data views as a comma separated values (.CSV) file.
    • Download Excel: Download the list of all available data views as an Excel (.xlsx) file.
    • Download PDF: Download the list of all available data views as a Portable Document Format (.PDF) file.
  5. Filters: Filters the data views list.
  6. Pagination: Displays the number of data views displayed on the page and the number of pages. Use the arrows to move through the pages.
  7. Refresh: Refreshes the data views list.