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  • Views, Charts and Dashboards

Views, Charts and Dashboards

  • Setting a Default View

    How to set a Default View.

  • Working with Views

    How to create a List View for Mercury

  • Working with Charts

    How to build a Chart from a View

  • How to create a new Dashboard

    What are Dashboards and how to create them?

  • Building Views, Charts and Dashboards

    This article will give some top tips and advanced insight into building views, charts and dashboards.

  • Ability to hide System Views

    How to hide System Views

  • Editing Columns in a View

    The process of amending which data columns are visible when previewing information.

  • How to share Views and Charts

    How to share dashboard views & charts with other Mercury users.

  • How to find and edit saved queries in Mercury

    How to locate and edit previously saved queries/views stored in Mercury.

  • How to share a Dashboard

    How to share Dashboards with other Mercury users and your colleagues.

  • Views > Creating, Managing, Sharing & Adding to Dashboards - alternative method

    How to manage List Views which span the entire Table spectrum of Mercury.

  • 🧙‍♂️ Ask the Guru > How do I exclude specific types of tagged records from a View?

    How to manage Tags in order to achieve more precise Views and Lists of records.

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