The easiest way to create a new look is by starting from an existing one that contains similar data. You can do this either by copying it, or creating a new one using the look's explore (as described below).
Each look starts with an "explore", which is like a data table. For example, if you wanted to create a new look that shows information about work orders, you could start by opening the explore for a similar existing look, such as the Work Order Cost Report.
To create a new look:
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Open an existing look that displays similar data to the look you want to create. To learn how, see View looks.
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Click the gear icon:
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In the menu, select Explore from here:
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Configure your look by doing any of the following:
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When you're finished configuring your look, click the gear icon:
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In the menu, select Save > As a Look:
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Enter a title and (optional) description for your look.
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In the Folder list, select where you want to save the look:
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Personal: Nobody else can view the looks you save in this folder. Only you can access them.
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Group: Anyone in your organization with access to analytics can view the looks you save in this folder.
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Shared: You can't save looks in this folder. This folder is only for the default looks that Fiix provides.
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Click Save.