Entity List View

Entity List View

The Entity List View is the main "central source of truth" for all data residing in your account that is accessible based on your permission level. This is the same whether you are an administrator or a view-only share recipient.

Where does the data in the Entity List View come from?

The Entity List View (and each Dashboard View for that matter) is populated with data that resides in the Entity Information Summary. We will do a deeper dive into the Entity Information Summary in subsequent chapters. Or you can skip there now.

Customizing the Entity List View

The way the Entity List View is displayed, filtered, and ordered is completely unique to you. The data displayed on the Entity List View is a summation of all the entity data available for each of your entities. As a result, the Entity List View is generally the most utilized MinuteBox View.

🎓 Review Chapter 3 - The Dashboard for more information on customizing Views via the Sidebar and Toolbar.