> ## 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.

# Views

> Create, manage, and share saved dashboard layouts

A **view** is a saved dashboard layout. Each view has a name and a grid of cards that pull from the active data source.

## Managing views

| Action         | How                                              |
| -------------- | ------------------------------------------------ |
| Switch view    | Click the view name in the tab bar               |
| Create view    | Click **View** (the **+** button)                |
| 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**.

<Note>
  Only the view owner can change its visibility.
</Note>

## Default view

You can pin one view per data source as the **default**. The default view loads automatically when you open the Dataroom and is marked with a pin icon in the tab bar.

To set a default, open the view menu (⋮) → **Make Default**. Only the view owner can change the default.

## View ordering

Views are sorted: **default first**, then public views, then private views.