Save custom views to access the data you need, quickly.
💡 Note: This article contains interactive tutorials. Click the targets to advance to the next step.
Contents
General
Views Drop Down
Favorite View
View Specific
Labor Need Table
Roster Board
Roster Report
Map
Jobs Schedule
Jobs Table
Jobs Forecast
Workforce Schedule
Workforce Table
Workforce Requests
Related Material
Main Navigation
Tip: Create multiple saved views to quickly grab data for different scenarios.
Views Drop Down
From any view in RIVET, access the Views drop down in the upper left
Your Saved Views will be listed in the drop down
↑ Back to topFavorite View ♥
Your 'Favorite View' will be the default layout every time you land on that page
To favorite a view, click the heart next to the view's name in the 'Views' drop down
Tip: To unfavorite a view, click the heart next to the name to unselect it.
Labor Need Table
Use the Sort and Filter Bar to segment the data
Use the Group By menu or Columns menu to customize how the data is displayed
Access the Views menu in the upper left
Select 'Save as New View'
Name your custom view
Click Save
Roster Board
Navigate to the Roster Board View
Utilize the Sort and Filter bar to customize your data set
Select/deselect items from the 'Card Content' menu in the upper right
Configure the 'Job Display By' and 'Worker View By' drop downs
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Roster Report
Navigate to the Roster Report
Utilize the Sort and Filter bar to customize your data set
View By, Group By, Report Type are all customizable and savable
Select the row height on the right side
Use the 'Columns' menu to dictate what data is displayed in the report
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Map
Navigate to the Map view
Utilize the Sort and Filter bar to customize your data set
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Jobs Schedule
Navigate to the Jobs Schedule
Utilize the Sort and Filter bar to customize your data set
Select from the 'View By' and 'Group By' menus
Click 'Content' on the right to choose which badges to display
Select a zoom level. Week, Month or Quarter
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Jobs Table
Navigate to the Jobs Table
Utilize the Sort and Filter bar to customize your data set
Use the 'Group By' drop down to choose how your data is displayed
Click 'Columns' to fine tune your view
Select the row height from the right hand side of the page
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Jobs Forecast
Navigate to the Jobs Forecast
Utilize the Sort and Filter bar to customize your data set
Select from the 'View By' and 'Group By' drop downs
Select 'Standard' or 'Clean' from the Cells drop down
View Data by Week or Day
Choose to calculate by Workers (Max), Workers (Average) or Hours
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Workforce Schedule
Navigate to the Workforce Schedule
Utilize the Sort and Filter bar to customize your data set
Access the 'View By' drop down and choose your preference
On the right side, set your zoom to Week, Month or Quarter
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save
Workforce Table
Navigate to the Workforce Table
Utilize the Sort and Filter bar to customize your data set
Access the 'Group By' drop down, upper right
Click 'Columns' to fine tune your view
Depict row height from the right hand side
Click the 'Views' drop down in the upper left
Select 'Save as New View'
Name your View
Click save