What are Views in the Cemantica platform?
The View feature in Cemantica allows you to customize how data is displayed to best suit your needs. As an end user, you can use Views to see only the information that’s relevant to you, filter records based on specific criteria, and organize data in a way that makes it easier to find and work with.
With Views, you can:
Select from preset or create your own custom views to display only the records you need
Filter records by fields such as status, tags, journeys, priority, or any other available data
Sort records in ascending or descending order based on any column.
Save your favorite filters and views for quick access later
This makes your work more efficient by giving you a clear and focused view of your data, tailored to your specific tasks or preferences.
How to configure Filters
Open the desired view in the Journey Maps board, Insights board, Opportunities board, etc.
Click on the "Filter" icon
Add filter criteria by selecting the field, operator (e.g., equals, contains) and value
Apply the filters to see only the records that match your criteria
You can add multiple filters to narrow down your data further
How to order Columns
In the view, locate the column you want to sort
Click on the column header
Click again to toggle between ascending (A-Z or 0-9) and descending (Z-A or 9-0) order
The data will automatically reorder based on your selection
How to save a View
Once you've set up filters and sorted columns, click on the "Save As" button.
Enter a name for your custom view
Choose whether to save it for your personal use (private) or share it with others (public)
Click "Save." Your customized view will now be available for quick access later
How to export data to Excel
With the desired view open, click on the "Export" button
The system will generate and download an Excel file containing your data
Open the Excel file to analyze or share the data as needed
