Dataviews

Overview

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 how many documents are assigned to particular issues.

Example: Dataview of Assigned Docs/Issue

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, a dataview may be configured to show how many documents of different document types exists. Clicking on the orange link (the number) enables the user to drill down to those documents.

Editable Dataviews​

When a dataview has editing enabled and the user has rights to edit, the user can edit the name and description of rows in the dataview. The user can also delete rows.

Edit Icon

Delete Icon

'Edit Row' dialog

How to Edit a Dataview Row

Step	Description
1	Click on the 'Edit' icon.
2	Revise the field description(s).
3	Click 'Save'.

Creating Dataviews

A user can create a dataview using the query builder.