To create a new view:

1. Click on Setup > Forms & Views from the top menu
2. Click on the New link in the top left context menu
3. Fill in the form as necessary
4. Click on the Save button

The form has the following fields:

• View name: A descriptive name for the view
• Tag name: Specify the tagname
• Type of view: Select the type of view you wish to build (see Types of view)
• Starting table: Select the stating table for your view. This determines what data you will be able to use in the report
• Publish: If checked, the view is visible and usable by other users. The view designer is displayed
• Chart: Check this box, if you want to make the chart view

Not all the operations are available in all the types of view. The following table summarizes the operations:

For designing a view, please see View designer

For field properties, please see Field properties in View designer