Add Ons and Integrations

Add Ons and Integrations

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Dynamic Views Inventory

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edited 09/27/24 in Add Ons and Integrations

Hi,

I'm a system admin and am looking to pull a list of all the Dynamic Views across our organization. Is there a way to get an inventory of all Dynamic Views created, including those that I'm not shared to?

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Answers

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    There isn't great reporting. You can select the Admin Controls in the menu and you'll see all the views created. But you cannot see who all they are shared to, what the source sheet is, or do much of anything besides attempt to transfer ownership. You also can't export the list and I've had no luck copying/pasting to Excel or Smartsheet to try and get a workable list. I even reached out to our account rep and was told they couldn't provide but said it might be exportable sometime in Q4….

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    Yes, this is how far I was able to go too. However, it doesn't provide me with any analytics. As part of our plan we have a limit on the number of shared views across the plan, but as a SystemAdmin, I apparently have no way to manage that. No insight into what Dynamic Views we have created that are still actively being used. So frustrating!

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    Me too … with the pricing changes I need to go through them — there is no good way to manage them.

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