Cidiscape User Guide Quick Views

Overview

A Quick View is a saved combination of column order and visibility settings, with or without filters. Once created, Quick Views allow you to quickly change the data displayed for in the Courses table, as well as export corresponding reports.

Columns determine what data will be displayed inside the Quick View.
Filters narrow the displayed courses from any Batch, based on criteria you choose.

Quick Views can be saved as favorites for your own easy access, as well as be shared with your institution.

Examples

Quick Views Applied to Batches

Select any of the links below to view an example of a Quick View that has been applied to a Batch of courses:

DesignPLUS Quick View

UDOIT Quick View

TidyUP Quick View

Mix and Match Quick View

Exported Data

Any Quick View can be easily exported to CSV, like these examples:

Interface

Select Manage in the upper right. Then choose Quick Views from the left.

The following panels will describe how to navigate the Quick Views area:

Create a Quick View

To create a new Quick view, select the + Quick View button.

Search for a Quick View

To locate any existing Quick View, use the Search Quick Views bar.

Favorite Quick Views

Favorite Quick Views will appear with a solid star next to them in the list. Any Quick Views that have not been saved as favorites will display an outline of a star.

To make any Quick View a favorite:

Select an empty star to the left of any Quick View's name.
The page will refresh with a solid star next to the Quick View.

Then, you will find it among your favorites when accessing Quick Views on the Courses table.

Edit, Duplicate, or Delete a Quick View

Use the icons in the Actions column to perform Edit, Copy, and Delete actions on any Quick View.

Choose Number of Quick Views to Display

The Rows Per Page area in the lower left allows you to adjust adjust how many Batches are visible on the Batch page at any time.

Select the desired number of Batches to view from the drop-down menu.

Instructions

Learn how to perform various tasks in this area of Cidiscape:

Create a Quick View

When creating a Quick View you will have the option to choose the name, add/remove/edit the filters for that quick view, or add/remove/change the order of the columns for that quick view.

Additionally, you will have the option to make the Quick View Available to other users, which allows other members of your institution to use/duplicate this Quick View, or to Save as Favorite, which pins this Quick View at the top of the Quick View dropdown menu on a specific Batch Page.

To create a new Quick view:

Select the + Quick View button.
Input a Title for the Quick View.
Select Column Visibility.
Choose which columns you would like visible in this Quick View, by selecting (or de-selecting) the columns from the list.
To arrange the columns you've selected in the order you prefer, select Column Order and drag and drop the columns as needed. (Note: The Course Title will always be the first column.)
Optional: If you would like to further narrow your results, based on additional criteria, you can add Filters by selecting + Add Filter.
1. Select a Tool by whose data you'd like to filter.
2. Select what you'd like to Filter By.
3. Select a Criterion for that filter, and a Value (if applicable).
4. Select Add.
5. Repeat as desired for additional Filters.
Optional: If desired (and available to your role type), select the toggle for "Share" to share this Quick View with your institution. (Please note: this shares only the Quick View settings and configuration - not the data from any courses you are applying it to.)
Optional: You may save any Quick View as a favorite to launch it easily from within any Batch. To do so, select the toggle for "Save as Favorite."
Select Create in the lower left corner to save your new Quick View.

Make a Quick View a Favorite

To make any Quick View a favorite, select the empty star to the left of its name.

The empty star will become a solid star, indicating it as a favorite.

Edit a Quick View

To edit a Quick View, select either the name of the Quick View itself or the Edit (pencil) icon.

When editing an existing Quick View, you will have all of the same options as explained above in “Create a Quick View”, with the exception of being able to update the name of the Quick View.

Add Filters to a Quick View

Filters allow you to further narrow down which courses will be displayed in your Quick View, based on criteria you select. As examples, you can use filters to display only those courses within a Batch that:

have a small or large number of students students
haven’t been published in Canvas
have UDOIT suggestions
have or don't have DesignPLUS content

To add Filters to a Quick View:

Edit any Quick View.
Select + Add Filter.
Set your preferred criteria for the filter.
Select Add to create a filter with the selected criteria. Repeat as desired with additional filters.
Select Save to confirm changes to the Quick View.

Duplicate a Quick View

To duplicate a Quick View, select the Duplicate (copy) icon.

Delete a Quick View

To delete a Quick View:

Select the Delete (trash can) icon.
Confirm removal.

Permissions

We know that different users at your institution need differing levels of access to your data. In this table, you will find the levels of permissions available to each user role type, on the Quick Views page in Cidiscape.

This table identifies the Quick Views permissions available to each user role type in Cidiscape.
Quick Views Action	Institutional Admin	Team Member: Is Admin	Team Member: Can Edit	Team Member: Read Only
Add a new Quick View	Allowed	Allowed	Allowed	Denied
Edit their own Quick View	Allowed	Allowed	Allowed	Denied
Delete their own Quick View	Allowed	Allowed	Allowed	Denied
Edit Column Visibility on their own Quick View	Allowed	Allowed	Allowed	Denied
Edit Columns Order on their own Quick View	Allowed	Allowed	Allowed	Denied
Edit Filter on their own Quick View	Allowed	Allowed	Allowed	Denied
Edit a Quick View Shared by Others	Allowed	Denied	Denied	Denied
Delete a Quick View Shared by Others	Allowed	Denied	Denied	Denied
Edit Column Visibility on Quick View Shared by Others	Allowed	Denied	Denied	Denied
Edit Column Order on Quick View Shared by Others	Allowed	Denied	Denied	Denied
Edit Filter on Quick View Shared by Others	Allowed	Denied	Denied	Denied
Copy an existing Quick View	Allowed	Allowed	Allowed	Denied
Save an existing Quick View as favorite	Allowed	Allowed	Allowed	Allowed
Access shared Quick Views	Allowed	Allowed	Allowed	Allowed