Skip to content

Views and dashboards overview

Editorial illustration of a dashboard mosaic of chart, table, and metric tiles.

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

Section titled “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

Section titled “Where views appear”
AgencyTitan Views library with the All Views sidebar, summary cards, search, sort, and a private global view
View full size

View scopes

Section titled “View scopes”
ScopeUse it forWhere to create it
GlobalAgency-wide reporting or work lists that can use data across the agencySettings, then Views
ClientA reusable dashboard shown in client contextClient Views settings
ProcessReporting or work tracking tied to one process definitionOpen 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

Section titled “Data blocks available in the builder”
BlockWhat it shows
Data TableRecords in columns, with pagination, sorting, filters, and optional row actions.
Kanban BoardRecords grouped into columns by a field such as current stage.
CalendarSelected date fields on Month, Week, or Day views.
ChartsBar, line, pie, donut, area, or scatter visualizations.
MetricsCount, 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

Section titled “Guides in this category”
Editorial illustration of blank dashboard tiles being assembled. How-to Create a view Choose the view's scope, add a section, and configure the first data block. Editorial illustration of funnel and sort motifs over blank data cards. How-to Filter and sort view data Build per-widget conditions, sorting, limits, and date filtering. Editorial illustration of a kanban column beside an empty calendar grid. How-to Configure Kanban and calendar views Group records into Kanban columns or place selected date fields on a calendar. Editorial illustration of abstract charts and a metric tile. How-to Configure charts and metrics Build visual breakdowns and summary values for a dashboard. Editorial illustration of a library of dashboard cards being arranged. How-to Manage views Rename, duplicate, organize, change visibility, or delete a view.

Related articles

Editorial illustration of three interlocking blocks connected as a product model. Concept Core Concepts Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings. Editorial illustration of task cards moving through process stages. Concept Tasks & processes overview Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together. Editorial illustration of ticket cards flowing through an inbox toward conversation and assignment. Concept Tickets overview How the Tickets inbox, ticket conversations, assignment, statuses, inboxes, routing rules, and reply templates fit together. Editorial illustration of settings panels around a central gear. Concept Settings overview Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.