

Start a new view
Open the project dashboard and select the DATA tab, then CREATE NEW at the top right.
A five-step wizard opens. The left rail, STEPS TO CREATE A DATA VIEW, lists them: 1 Choose View Type, 2 Define Settings, 3 Select Data Fields, 4 Organize Columns, 5 Apply Filters. You can move back and forth with Back and Next until you save.
You need a manager role on the project to see CREATE NEW - either Manager or the narrower Manager: Reports, which is made for people who build views without running the rest of the project.
