When you create or use views, you can follow these best practices.

  • Utilize views that are available out-of-the-box (OOTB)

    Leverage the many out-of-the-box views that provide much of the needed information.

  • Clone views to make changes and rename with your company’s naming convention

    If minor tweaks are needed from an out-of-the-box view, clone the out-of-the-box view before making changes and save with a naming convention that identifies the company, so it can be easily identified and exported for later use.

  • Create customized views

    Customize views based on what dashboards and reports need to show precise information. Use your customized views for your customized dashboards and customized reports.