> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/analytics/customize-your-view-analytics.md). # Customize your view Change the standard view of the data to suit your personal analysis needs. The top left bar above the grid contains the following functions (tools) you can use to change your view of the data in the grid. Use the menus in the toolbar to change how the data is displayed in the grid and clearly see the information that you're interested in.

Menu	Description
Mode	The columns that display in the grid.
Properties	The type of details (for the selected dimension) that display in the first column(s) in the grid, such as Name and Code.
Measures	The type of numerical data that displays in the grid, such as Local Value, Profit or Quantity.
Stream	The source of the data in the grid.
Activity filter	A way to determine if the grid displays data for which there are transactions (activity) or not (no activity) or both (all).
Format	The format of numerical data in the grid, such as actual numbers, percentages or average.
Period	The timeframe (date range) that applies to the data in the grid, such as Rolling 12 Months, Quarter 1 or Year to Date.

{% hint style="success" %} Save your new view as a favorite, so you can quickly access it next time. {% endhint %} To return to the standard view, click the **Reset** button. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/analytics/customize-your-view-analytics.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.