Build Views

All users assigned to a role with Herd Read permissions can view this feature. Only users who are assigned a role with Herd Configuration permissions can edit data or customize settings.

The Views page includes View Templates, or prebuilt data views, that are commonly tracked in our industry for milk production, health and wellness tracking, successful breeding programs, among other categories. Once saved, your views can be added to dashboards or viewed directly from the My Views tab.

  1. Use Filters to limit the templates shown by Frequency or Category.
  2. Expand KPIs used in this view to see which KPIs are included in the template.

  3. To quickly add a view for your dairy, use a prebuilt view from the View Templates tab. Click Add View to the Dairy or Customize to continue. Adding the view to your dairy adds it to the My Views tab and makes it available for addition to your HerdSights Dashboards. Continue to Build a Custom View to learn about customizing a view.

  4. Use the following guidelines when building custom views for use in your HerdSights dashboards:

    • Click Customize to start building a view from an existing template. This option is helpful if you're aiming to build a similar view, but want to change or add more data points or adjust the frequency of the view.
    • Click the Build Custom View button at the top right of the page to start building a view from scratch.
    • When building your views, select related data points and KPIsClosed Key Performance Indicators to measure and compare associated details. For instance, if you need to track weekly replacement females born to heifers, you would only add LACTGRP0 birth data to your view.
    • Create as many views as you need. Then group your views in a dashboard to keep related metrics together.
    • Follow the steps below to create your custom view:
      1. Build a view from an existing template or build a custom view: 
        • Click Customize to start building a view from an existing template.
        • Click the Build Custom View button to start building from scratch.
      2. Select whether to track this KPIClosed Key Performance Indicator on a daily, weekly, or monthly basis and click Create.
      3. Use Search and the Categories filter on the left column to find the specific data points and KPIs you'd like to track.
      4. Drag and drop the KPIs for your view from the left column into the View Output on the right. If necessary, drag and drop the column headers to change the order of the KPIs, or delete KPIs you'd like to remove.
      5. Enter a View Name.
      6. Click Save and Execute to show your view.

  5. When you build custom views or add them from a template, they are automatically added to the My Views tab. The views available here can be added to your HerdSights Dashboards. See Add a Dashboard to build a new dashboard.

  6. Click See View to open the data details in a new page. The data displays in a table format.

  7. Click the Options button Options button at the top right of the page to edit, export, or delete your view.

    TIP: Export data for deeper analysis or to support record-keeping efforts.

    See Build a Custom View to learn how to customize and edit your view.

< Return to HerdSights OVERVIEW