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Views may not be available for your company yet.
Views keeps the custom pages of company data you’ve saved, such as tables, charts and stats. Company Admins, Bookkeepers and HR Admins see it in the sidebar once your company has finished onboarding. For some companies, views are called Artifacts.

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Your views

Views lists the views you can open in two groups: My views for the ones you made, and Shared with company for ones colleagues have shared. Each card shows the view’s title, a short description, a Shared badge if it’s shared, and when it was last updated. On a view you made, open the card’s menu to Rename or Delete it.

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Create a view

You build views by asking the AI assistant in AI chat. There’s no manual editor.
1

Start a view

Select New view. AI chat opens with a prompt ready for you.
2

Describe what you want

Tell the assistant which tables, charts and stats you want, and how to filter or group the data.
3

Approve the draft

The assistant replies with a card for the new view. Select Preview draft to look at it, then confirm the card in the chat to save it. Nothing is saved until you confirm.
You’ll only see New view if your company has AI chat and the view builder.

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Open a view

A view is made of blocks: tables, bar, line, area and pie charts, stats, calendars and text. In a table, you can sort by selecting a column heading. On a view you made, you can also:
  • Select Edit to ask the assistant to change the whole view, or open a block’s menu and select Edit block to change only that block.
  • Open a block’s menu and select Copy as Markdown to copy what it shows.
  • Select Share and choose Only me or Everyone at my company. Only Company Admins and HR Admins can share a view with the whole company.
Only the person who made a view can rename, edit, share or delete it. Colleagues can open a shared view but can’t change it.