A view is a saved dashboard layout. Each view has a name and a grid of cards that pull from the active data source.Documentation Index
Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
Use this file to discover all available pages before exploring further.
Managing views
| Action | How |
|---|---|
| Switch view | Click the view name in the tab bar |
| Create view | Click + New View |
| Duplicate view | Open the view menu (⋮) → Duplicate |
| Edit view | Open the view menu (⋮) → Edit (owner only) |
| Delete view | Open the view menu (⋮) → Delete (owner only) |
Templates
When creating a new view, you choose a template to pre-populate it with a set of cards suited to a common use case. Templates are a starting point — you can edit, add, or remove cards after the view is created.| Template | Description |
|---|---|
| Overview | Revenue chart with breakdowns by statement, store, and type |
| Audit | Licensee revenue by period (line chart) plus revenue tables by ISRC/ISWC and UPC — useful for verifying data accuracy and completeness |
| Valuation | Top 10 tracks/works by year (pivot), revenue by release year (pivot), revenue trends, and territory breakdown |
| Top Performing Assets | Best performing recordings or works by revenue |
| Top Performing Stores | Revenue and unit breakdown by distribution platform |
| Top Performing Territories | Revenue breakdown by territory and region |
Public and private views
By default, a new view is private — only you can see it. Private views show a Private badge in the tab bar. To share a view with all project members, open the view menu (⋮) → Make Public. Public views are visible to everyone in the project. To revert, select Make Private.Only the view owner can change its visibility.