Create a Business View

Managing Business Views has become versatile with enhancements that simplify the process of creating and categorizing them.

This article outlines how to create a new Business View, highlighting the available creation methods and their distinct workflows.

Business Views can now be created using either the Source Editor or Query Builder, offering users the flexibility to choose a method that best suits their requirements. These methods cater to varying workflows while maintaining a cohesive interface for seamless management.

Users can easily distinguish whether a Business Views is created using the Source editor or Query Builder. Each type of Business View is marked with a unique icon displayed in the Name column, helping users quickly identify how the Business View is created.

To create a new business view:

1. Click Business Views on the Home page or go to the left navigation pane and click Business Views.

   A page with a list of all Business Views page pops up.

2. Click the Create Business View drop down.

You can create a new business view in the following methods:

• Create a business view using query builder