Custom Views

What are Custom Views?

Skyllful IQ bases its analytics on assignments, and by default the dashboard shows data for All Learners. A Custom View lets you filter that data — by criteria such as market or role — so you see only the insights that matter to you. Your Custom Views live in the Views tile on the dashboard.

How do you create a Custom View?

Step	Action
1	From your IQ dashboard, locate the Views tile and select an empty Custom View tile to begin.
2	Name your view something descriptive. Example: Houston Drivers.
3	Apply filter criteria using the dropdown menus and radio buttons. Select one option per category (for example, Market and Role) and combine filters across categories — for example, Market: Houston and Role: Delivery Drivers.
4	Click Apply. Your new view is saved and appears as a tile at the top of your dashboard.

How do you switch between views?

The Custom View currently applied appears as a blue tile. To switch, click the tile of the view you want; every data lens on your dashboard updates to reflect it.

How do you edit or delete a view?

Action	How
Edit	Click the arrow in the bottom-right corner of a view tile to rename it or change its filters.
Delete	Select the trash icon on the tile. At least one view must remain active.

What's a good way to name views?

Name views by location, role, or team function — such as "Nashville Dispatch" or "Warehouse Leads" — to keep your dashboard organized and easy to navigate.

[LINK TO: IQ Overview] — What Skyllful IQ is and how the dashboard is organized.
[LINK TO: IQ: Dashboard Lens Overview] — What each lens shows once your view is applied.
[LINK TO: Completion and Readiness Metrics] — How IQ's two snapshot metrics are measured.

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