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Manage: Quick Views

A Quick View is a pre-configured set of data or functionality columns, in a specific order, with or without filters applied - that you can customize to your institutional or personal needs. Once created, they can be applied to any Batch or set of Batches at any time, to quickly display needed sets of information and actions.

Examples

Provided that you license the relevant Cidi Labs tools for the columns, here are some examples of Quick Views you could create. These examples focus on a few select columns and filters, but remember: you can include any of the columns, in any order, and you can add as many -- or as few -- filters as you'd like, to create the perfect data set for unique needs.

Quick View Examples for Specific Scenarios

Quick View Example	Use Case	Columns of Interest	Filter Options of Interest
Course Readiness	Preparing courses for a new year/semester	Course Start Date Status Alerts Checklists (utilizing a course readiness checklist) Chat Assignment Count Discussion Topic Count Module Count Page Count Quiz Count / New Quiz Count	Show only courses that are not yet published in Canvas Show only courses that have students enrolled in Canvas Show only courses whose start date is prior to a specific date
Course Quality Audit	Locating courses that may be failing to meet your institution's quality standards	Chat Total Instructor Activity Home page Type Has Syllabus Announcement Count Assignment Count Discussion Topic Count Module Count Page Count Quiz Count / New Quiz Count	Show only courses that are published in Canvas Show only courses that have students enrolled in Canvas Keep in mind: you could also add filter values for any of the data columns you're including, to home in on certain issues. For example: show only courses without Syllabus content.
Regular & Substantive Interaction (RSI) Audit	Locating courses where instructors may not be spending as much time as they need to be interacting with students	Alerts Last Activity Date Total Instructor Activity Announcement Count Instructors Total students	Show only courses that are published in Canvas Show only courses that have students enrolled in Canvas Keep in mind: you could also add filters for any of the data columns you're including, to home in on certain issues. For example: show only courses where the Total Instructor Activity doesn't meet a certain threshold.
Accessibility Audit	Locating courses with the highest accessibility issue count	UDOIT: Last Scan Date UDOIT: Error Count UDOIT: Suggestion Count UDOIT: Issues Fixed UDOIT: Issues Manually Resolved TidyUP: Unused Files Total Students (to gauge the impact)	Show only courses whose Error Count exceeds a number you specify Show only course whose Last Scan Date is prior to a certain date Show only courses whose Total Students count exceeds a number you specify
Storage Saver	Locating courses with the highest unused file/content count	TidyUP: Last Scan Date TidyUP: Total Files TidyUP: Unused Files TidyUP: Unused Content	Show only courses whose Total Files count exceeds a certain threshold Show only courses whose Unused Files count exceeds a certain threshold Show only courses whose Unused Content exceeds a certain threshold
DesignPLUS Sidebar Transition	Legacy DesignPLUS sidebar (Version 1) clients wanting to ensure all their course content has been upgraded for compatibility with the New DesignPLUS Sidebar (Version 2)	Course Start Date DP: Content Percent (%) using DesignPLUS v1 DP: Content Percent (%) using DesignPLUS v2 DP: Syllabus uses DesignPLUS DP: Total Content using DesignPLUS	Show only courses whose start date is prior to a specific date Show only courses whose DP: Content Percent (%) using DesignPLUS v1 is greater than zero Show only those course that are published - or unpublished - in Canvas (depending on your needs/strategy)
Canvas New Quizzes Transition	Ensure all courses have transitioned fully to Canvas New Quizzes, and are no longer utilizing Classic Quizzes	Course Start Date New Quiz Count Quiz Count	Show only those courses where the (Classic) Quiz Count is greater than zero Show only those course that are published - or unpublished - in Canvas (depending on your needs/strategy) Show only courses whose start date is prior to a specific date

Interface

Select Manage, in the upper right, and choose Quick Views from the left menu.

Search for a Quick View
Create a new Quick View
Sort Quick Views by name
Sort Quick Views by filter count
Sort Quick Views by column count
Shared status indicator
Actions (copy or remove a Quick View)
Select a Quick View to view/modify its details

Instructions

Create a Quick View

Note: you can also customize column visibility, column order, and filters on the Courses table and save them as new Quick Views.

To create a Quick View in the Manage area, select Manage, in the upper right, and choose Quick Views on the left menu.

Select the Quick View button in the upper right.
Under Name enter a title for the Quick View you're creating.
Edit and arrange columns, and filters:
- To add filters, select Add Filter. Then configure your filter using the dropdown menus for Tool, Filter By, and Criterion. Then select the Add button. You can edit or remove this filter by selecting the pencil icon to edit, and the trash icon to remove it.
- To add or remove columns, select Column Visibility. Then select or deselect the necessary data points in the Column Visibility Tray for this Quick View. If you wish to configure column order and filters, close the Column Visibility Tray by selecting Column Visibility again.
- To arrange your Column Order, select Column Visibility on the right, and use the drag-and-drop handles on the left of each column name to arrange your columns. Course Title will always remain at the top, and be the leftmost column of the Courses Table.
When your Quick View is configured, select the Create button.

Edit Column Visibility for an Existing Quick View

Note: you cannot edit columns for Quick Views that have been shared with you by your Institution, or by Cidi Labs. You may choose to make a copy of a Quick View that has been shared with you and make the necessary edits to your new copy.

Choose the Quick View from the list by selecting its name.
To add or remove columns, select Column Visibility to open the Column Visibility Tray.
Select or deselect the desired data points in the Column Visibility Tray.
Select the Save button.

Edit Column Order for an Existing Quick View

Note: you cannot edit column order for Quick Views that have been shared with you by your Institution, or by Cidi Labs. You may choose to make a copy of a Quick View that has been shared with you and make the necessary edits to your new copy.

Choose the Quick View from the list by selecting its name.
Under Column Order, use the drag-and-drop handles on the left of each column name to arrange your columns. Course Title will always remain at the top, and be the leftmost column of the Courses Table.
Select the Save button.

Edit Filters for an Existing Quick View

Note: you cannot edit filters for Quick Views that have been shared with you by your Institution, or by Cidi Labs. You may choose to make a copy of a Quick View that has been shared with you and make the necessary edits to your new copy.

To Add a New Filter

Select the Quick View from the list.
Select Add Filter near the middle of the page.
Configure the filter's details by using the dropdown menus for Tool, Filter By, and Criterion.
Select the Add button.

To Edit an Existing Filter

Select the Quick View from the list.
Under Current Filters find the filter you want to edit, select the pencil icon for that filter.
Reconfigure the filter's details by using the dropdown menus for Tool, Filter By, and Criterion.
Select the Update button.

To Remove a Filter

Select the Quick View from the list.
Under Current Filters find the filter you want to remove, select the trash icon for that filter.
Select the Save button.

Make a Quick View a Favorite

Quick Views that you set as Favorites will be available to you on the Courses table under Apply a Quick View as the first options in the dropdown menu. To set a Quick View as a Favorite in the Manage area:

Select Manage, in the upper right, and choose Quick Views on the left menu.
Quick Views on the list with an unfilled star icon next to their name are NOT set as Favorites, select the star to set it as a Favorite.
Quick Views on the list with a filled in star icon next to their name ARE set as Favorites. Toggle your Favorites on or off by selecting the star icon.

You can also set a Quick View as a Favorite by selecting any unfilled star next to a Quick View in the Apply a Quick View dropdown menu on the Courses tab.

Make a Copy of a Quick View

Locate the Quick View that you want to copy on the list.
In the Actions column, select the Copy a Quick View icon.

Your copy's name will have [(#)] added to the end of it. You will also see under the Shared column that the icon for your copy is the person icon to let you know it's your personal copy of the Quick View.

You can change the name of your copy by:

Selecting its name on the list to open the details page for this Quick View.
Under Name at the top, edit the name of this copy.
Select the Save button.

Delete a Quick View

Locate the Quick View that you want to delete on the list.
In the Actions column, select the trash can icon.
On the confirmation window that appears, select the Remove button.