Dataviews
A dataview is a mechanism to create reports from any data within users' Docwize database or from external sources. Columns can be set up to be editable like an excel spreadsheet, with colouring, drilldowns, conditional formatting and more. Custom dataviews can be created by the Docwize team to suit the needs of an organisation. Users can also build their own dataviews.
The following example dataview shows extracted information pertaining to compliance expectations.
Example: Dataview Tracking Compliance
Dataview Features
The Doc Grid features are available in dataviews.
Dataview Drill downs
Dataviews can be configured to enable users to drill into, or access, underlying documents. For example, the above example includes a drill down to documents with specific compliance requierements. Clicking on the orange link (the number) enables the user to drill down to those documents.
Dataview Settings
Depending on permissions, a user can have access to the dataview settings dialog, accessed via the 'gear' icon.
Dataviews Settings Dialog
| Category | Field | Description |
|---|---|---|
| Settings | Notes | Accesses a dialog where users can add a description about the dataview (eg. when created, purpose of dataview etc.) |
| Add Order By | Enables a user to customize the ordering rules for the view (eg. ascending vs. descending on what field). | |
| Cache Settings | Enables users to select if the dataview is cacheable, and if so, the duration (in seconds). | |
| Column Formatting | Clicking the "+" sign populates a menu for users to customize column formatting. | |
| Colouring Rules | Clicking "Add Colour Config" opens a dialog for users to create colouring configuration rules (eg. status = complete is green, status = overdue is red.) |
Creating Dataviews
A user can create a dataview using the query builder.