# Views and dashboards overview

> Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.

URL: https://www.agencytitan.com/help/views/overview/

A **view** is a configurable dashboard or work surface. It has a layout made of sections and data blocks, plus settings for scope, visibility, date filtering, and refresh behavior. A view is more than a saved filter: filters and sorting belong to the individual data blocks inside it.

## Who this is for

Agency team members who open or design dashboards and work lists. Opening Views requires **View Layouts**. Creating or changing a view requires **Create Layouts** or **Edit Layouts**.

## Where views appear

- **Views** ([/views](https://app.agencytitan.com/views)) is the team-facing library. Use its sidebar, search, sort, folders, and Global or Client badges to find a published view.
- A client record has a **Views** tab for views that are available in client context.
- **Views** in agency settings ([/settings/views](https://app.agencytitan.com/settings/views)) is where global views are created and edited.
- **Client Views** ([/settings/clients/views](https://app.agencytitan.com/settings/clients/views)) holds reusable client-scoped views.
- A process's **Views** settings hold dashboards tied to that process definition.

![AgencyTitan Views library with the All Views sidebar, summary cards, search, sort, and a private global view](/docs/screenshots/views-v1/views-overview.png)

## View scopes

| Scope | Use it for | Where to create it |
| --- | --- | --- |
| **Global** | Agency-wide reporting or work lists that can use data across the agency | **Settings**, then **Views** |
| **Client** | A reusable dashboard shown in client context | **Client Views** settings |
| **Process** | Reporting or work tracking tied to one process definition | Open the process in process settings, then select **Views** |

The selected scope organizes the view and controls its context. Each data block still has its own **Data Source** setting.

## Data blocks available in the builder

| Block | What it shows |
| --- | --- |
| **Data Table** | Records in columns, with pagination, sorting, filters, and optional row actions. |
| **Kanban Board** | Records grouped into columns by a field such as current stage. |
| **Calendar** | Selected date fields on Month, Week, or Day views. |
| **Charts** | Bar, line, pie, donut, area, or scatter visualizations. |
| **Metrics** | Count, sum, average, percentage, or custom summary values. |

Combine blocks in one layout. For example, put metrics at the top, a chart beneath them, and a filtered table or Kanban board below for the records behind the summary.

## Guides in this category

## Related articles

- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Tasks & processes overview](https://www.agencytitan.com/help/tasks/overview/): Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together.
- [Tickets overview](https://www.agencytitan.com/help/tickets/overview/): How the Tickets inbox, ticket conversations, assignment, statuses, inboxes, routing rules, and reply templates fit together.
- [Settings overview](https://www.agencytitan.com/help/settings/overview/): Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.