Online Help | Web App

Exporting and importing views

Introduced in 2024.2

Along with sharing your local data views with other users, users with the Personal View Management permission can export a view definition in JSON format and let other users import that view to the appropriate data grid. This feature simplifies the process of transferring views between users or databases, making collaboration, testing, and troubleshooting significantly easier. This article explains how to export and import view definitions.

To export a view:

  1. Display the data view you want to export. For details, see Displaying views.

  2. Click on the view name, then More > Export View. A JSON file containing the view definition will be downloaded to your computer.

    INFO: For details, see What gets exported and what does not below.

To import a view:

  1. Open the data grid that will contain the imported view.

  2. Click on the view name, then More > Import View.

  3. Select the JSON file containing the view definition from your computer.

  4. Confirm import. The view will be added as a personal view (not shared).

    NOTE: If a view with the same name already exists, (1) will be added to the new view's name.

What gets exported and what does not

When exporting data view definitions, it is important to know what gets included and what does not. Refer to the table below for a detailed overview of what your export JSON files would include.

Exported Not exported
  • View name

  • View configuration, including:

    • Applied filters
    • Custom fields
    • Added columns
    • Grouping settings
    • Summary settings

  • Object class associated with the view

  • Sharing settings: Whether a view is shared, personal, or part of a group is not exported. Upon import, the view always becomes personal, but can be shared afterward if needed.

  • Ownership metadata: The Owner, Created By, and Modified By fields are replaced with the user who imports the view.

  • Usage context: Any contextual details regarding how the view is used are not included.