---
title: "Creating a View"
slug: "clone-creating-a-view"
description: "Create a view for a module by setting up columns and applying filters."
updated: 2026-05-31T05:37:07Z
published: 2026-05-31T05:37:07Z
canonical: "support.xyicon.com/clone-creating-a-view"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a View

Use this article to learn how to create a view.

## Before you begin

Make sure that your **Xyicon User** has the necessary permissions to create views. User Permissions are managed by your organization's **Xyicon Administrator**.

---

## Steps

Version 5Version 4

Switch to V5 to access this functionality.

1. Click the **Create** (![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Create View.svg)) button on the **Workspace Navigation Panel**, or click on the **Views** button from the **Workspace Navigation Panel**. Click the **Create (**![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Create View.svg)**)** button in the desired section:
  - **Favorites** section – to create a favorite view or a folder.
  - **Global Views** section – (Admins only) to create a global view or folder.
  - **My Views** section – to create a personal view.
2. In the **Create a New View** modal, select a template from the available options:

![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/image-1763017869763.png)
  - **Xyicon View** (selected by default) - Creates a list of all the xyicons included in the selected space.
  - **Boundary View** - Creates a list of all boundaries within the selected space.
  - **Space View** - Creates a view of the current workspace as an instance of the existing space.
  - **Report View** - Generates a report according to your needs based on the current workspace you are in.
3. Enter the relevant details and click **Create**. The newly created view will open as a tab.

> [!NOTE]
> **NOTE:** Step 4 is only applicable when creating **Xyicon**, **Boundary** and **Space** views. For instructions on how to create a **Report View**, see [Creating a Report View](https://support.xyicon.com/v1/docs/en/f4a6377b-6dbf-438b-a6f7-1963fcec1483?isPreview=true&versionNumber=1).

1. Navigate to the desired module on the **Main Menu** or open the Space Editor.
2. Click the **View Selector** field on the **Views Bar** of the module window.
3. To create a new view from scratch, click the **Add New View** button in the dropdown.
4. Type in the name of your view and press **ENTER** on your keyboard or click anywhere outside the field. [](https://portal.document360.io/v1/docs/sharing-a-view)
5. Once you have your view, you can
  - [Set up the columns for the view](https://support.xyicon.com/docs/manage-columns-view)
  - [Apply filters for the view](https://support.xyicon.com/docs/applying-filters-to-a-view)
  - Set up layers, captions, and formats for a Space Editor view

![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/image-1692337503319.png)