This article discusses proxy votes or ideas portal custom domains. You need to be an Ideas Advanced customer to access these integrations. Please contact us if you would like a live demo or would like to try using it in your account.

If your Aha! account was created before October 20, 2020, you may have access to these integrations, but you will need to upgrade to Ideas Advanced for any future enhancements.

Aha! Ideas | Saved views

A saved view is a visual representation of a page in Aha! Ideas that you can customize and come back to for future use. Saved views can be organized into folders and shared with others.

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Save a report view

While almost any page in Aha! Ideas can be represented with a view, some views can be managed from the reports overview and shared externally as a webpage.

Note: Reports need to be saved as views before they can be shared.

The following pages can be saved as views:

To create a new saved view for reports:

  1. Choose a page that you want to save as a view from the above list.

  2. Configure the page to meet your needs. Then, click Save view. If you are on an existing view, click Save as to save a new copy of the view.

  3. Add a Name. Typically, it is best to choose a unique name so you can quickly identify it later.

  4. Choose which workspace(s) you want to Share internally with. Users with permissions to access the workspace(s) you select will be able to access your view — though your view will be filtered to the current viewing user's workspace permissions.

  5. Set the Save in value by choosing a folder where you would like to save the view. Folders can be created and managed on the reports overview.

  6. Set the Editing permissions. You have two options for editing permissions.

    • View only: Users you have shared the view with will be able to see the view but only you and administrators will be able to edit the view.

    • View and edit: Anyone you have shared the view with will be able to view and edit regardless of their workspace permissions.

  7. Click Save view.

  8. You can always change the settings of your saved view from the report drawer view, which can be accessed two ways:

    • From Reports → Overview, find the report you wish to change, then click the More options button and select View details.

    • From the report itself by selecting Views → Edit view details.

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Access saved report views

Saved reports and views are accessible from Reports → Overview. You can also access saved and related views from the Views dropdown, which appears in the top-right corner of most pages throughout the Aha! Ideas application.

When you click Saved views, the Views modal will open. Within the modal, there are two tabs:

  • The Saved views tab lists any saved views that you have created (or ones have been shared with you) that are the same type as the page you are currently viewing. The Saved views tab is perfect for quick access to views that you have recently opened, favorite views that you have bookmarked, and views that have been shared with you. You can search, filter, and sort saved views to locate the views that you need.

  • The Related views tab lists additional reports and charts related to the page you are currently viewing to help you get started with a new view.

Note: Related views will carry forward any defined filters. This ensures that the related views are consistent with what you were previously viewing.

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Share saved views as webpages

You can share saved views outside of your Aha! Ideas account using the Share as webpage option. The webpage you share will sync with the Aha! Ideas view every five minutes and update when you refresh it.

To see the Share as webpage option, you must be the creator of a saved view and have owner or contributor user permissions. If you are not the creator of a view or have viewer user permissions, you will not see the option to share it as a webpage.

To share a saved view as a webpage:

  1. Start by enabling this account-level setting: Settings ⚙️→ Account → Security and single sign-on → Saved views: External webpage security.

  2. Create a saved view.

  3. Save your view. Only saved views can be shared. If your view is not saved, the Share as webpage option will be greyed out until it is saved. Any unsaved changes that you make to the configuration of the report will not appear in the view.

  4. From the saved view, click More options in the upper right, then choose Share as webpage. The share as webpage modal will appear. You can also access the Share as webpage modal using the Settings link found on the reports drawer view of views that were created by you.

  5. Check the Enable checkbox to enable webpage sharing.

A shared webpage will generate a view-only webpage that anyone can access, and an embed link for adding it to a webpage — for example, you might want to embed the view on your company intranet site.

The embed link includes two attributes that gives you visibility control of the header and footer for the embedded view. For example:

  • To hide the header, set the header attribute to false: header=false

  • To show the footer, set the footer attribute to true: footer=true

If you are an administrator with account-level permissions, you can customize the logo in the top-left corner of the webpage view updating the logo image at Settings ⚙️→ Account → Profile → Primary logo.

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Filter interactive webpage views

Saved views shared as webpages give people outside of your Aha! Ideas account access to information in your account — but different people might need slightly different versions of the same view. To help them personalize the webpage, you can enable filters on shared webpage views.

You control which filters (and which filter values) your audience can access, so that no one can use a shared webpage to see information they should not be able to access.

You can add interactive filters for the following views:

Ideas

  • Priorities chart

Reports


To enable filters on shared webpages, open the Share as webpage modal and click the Filtering toggle under Enable interactive views.

  • Open the Filter drop down to select the filters you want to include in your shared webpage.

  • Click Preview webpage to see your changes.

People who access your shared webpage cannot create new filters, and they cannot filter your view by values you have not selected. If you want to include a filter and do not see it in the list of available filters, you may need to add it to your saved view.

Filter types with discrete options need to have at least one option selected before you can enable them in interactive webpage views. For example, you need to select at least one idea status before you can add that filter to an interactive view. This prevents users from adding new information to a shared webpage that you did not intend for them to see.

Filter types without discrete options work a little differently:

  • Search filters, such as idea name search, can be shared unconfigured because they will never add new data to a view.

  • Date range and numerical filters, such as idea created date, can be sured unconfigured for the same reason, or you can choose to filter them. For example, if you select a Custom date range of "This year" for an idea's creation date, people accessing your shared webpage will only see results from the current year (and could choose to filter the report further, such as ideas with a created date of "this month").

When a webpage viewer changes a filter in the shared webpage, they will see the Refresh report button. Once they click it, the shared webpage will reload with their new filter selection. Their filter selections are not saved; when a webpage viewer refreshes their browser tab — or accesses the shared webpage URL again — the webpage will reset to the original filters.

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Configure interactive webpage views

Interactive webpage views give you control over the amount of context you want to share with your audience.

By default, shared webpages are static: they display your view without giving anyone access to the data you used to create that view. For some audiences, however, you might want to allow a deeper level of detail.

For example, a group of power users might appreciate the ability to click into individual idea descriptions — but you might not want to share custom fields about expected revenue. Webpage drill-in settings control what records in your view can be previewed, and which fields on those records to include in the preview.

To enable interactive webpage views, open the Share as webpage modal and click the Drill in toggle.

  • Next, select which record(s) you want your users to be able to click into.

  • Finally, use the dropdowns on the right side of the modal to select which standard or custom fields you want your audience to see when they drill in to a given record.

If you want to see what your audience will be able to see, click Preview webpage at the top of the modal to open your new webpage. Click on any record within your view to drill in.

Note: Everyone who accesses your external webpage can see the same drill in information. Users in your Aha! Ideas account can also click View in Aha! on any drill in preview to open the record in your Aha! Ideas account after logging in.

If you need to adjust what information is visible, head back to the Share as webpage modal and make your changes. Your changes will be saved automatically. Click Close when you are done.

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Shared webpage security

As you are getting started with shareable webpage views, there are few security and administration notes to keep in mind:

  • Each view shared as a webpage has its own unique URL. You can create a new link from the Share as webpage modal.

  • Anyone with a link to your shared view has access to see the view only — they cannot make changes to any of the data contained in the view, and cannot click into #mentions or @mentions.

  • The webpage you share will sync with the Aha! Ideas every five minutes, and update when you refresh it.

  • Administrators with account permissions can moderate all views that have an externally shared webpage, along with all calendars synced published externally. Navigate to Settings ⚙ → Account → Profile → External sharing and select the appropriate tab. From here, administrators can create new links or disable the webpage.

  • If you disable a shared view, the link to that shared view will no longer work. To disable a shared view's webpage, open the Share as webpage modal on the view and uncheck Shareable webpage.

    Note: Only the view's creator or an administrator with account permissions can disable the webpage.

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