View settings
You use the View Settings panel to select how a View behaves and is interacted with. You can open the View Settings panel from any View in edit mode by selecting Settings
.
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View Settings options
Setting | Description | Example |
|---|---|---|
Live View | When enabled, checks for new data model loads each time the View is opened. If a new data model is available for the View, the data model is automatically reloaded, with the last time the data model was reloaded also displayed using a 'time from now' time and date format. | In this example, the data model was last reloaded 15 days ago: ![]() |
Reports | Sets up recurring email reports. | Export a PDF of a View every Monday morning and send it to a defined set of recipients. |
Object count | Displays the number of objects that match your applied filter criteria. For more information, see Case count / object count. | |
AI Summary | Generates key insights and a concise summary from the data in the View. | |
Filters | Lets you create filters for published versions of your View. For more information, see Advanced filters for Views. | ![]() |
Layout | Lets you configure your Studio View layout so it scales to fit or has a custom height, depending on your use case and display preferences. For more information, see View layouts. | |
Other | Use the Edit View YAML to access the YAML for your View and View components. | ![]() |
Knowledge Model in Use | If your package contains more than one knowledge model, use this to switch between them. Switching between knowledge models may require your existing components to be reconfigured. |
Generating Insights
This feature is currently available as a Private Preview only
During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.
For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.
You can automatically generate Insights based on KPIs in your View.
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For more information, see Generating Insights in a View.




