Create a custom view (experimental)
Create a custom view (experimental)
Authentication
Request
Human-readable view name (shown in preview + audit log).
One or more named queries. Each becomes a separately-keyed result set in the embed.
Self-contained HTML document that renders the result sets. Inline ALL CSS/JS/charting libraries — the render sandbox has no network access. It receives the keyed result sets via a message event (data[<queryId>]) and must not fetch anything itself.
Optional default date range. Required if any query uses the {period_start:DateTime} / {period_end:DateTime} placeholders. Can be changed later in Paid without re-authoring.
‘customer’ (default): data is scoped to one viewing customer and the view is embeddable per-customer. ‘organization’: data is org-wide; the view is internal-only (visible to org members in Paid, never embeddable).
Response
Stable public identifier used in preview/embed URLs.
A view is DRAFT until explicitly published; only PUBLISHED views are served to end-customers.
‘customer’: data is scoped to one viewing customer and the view is embeddable per-customer. ‘organization’: data is org-wide and the view is internal-only.