View Builder

View Builder brings spreadsheet-like data analysis and visualization into the Atlar platform. It helps teams explore and share insights across any financial dataset using pivot tables, filters, and customizable charts.

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What is View Builder?

View Builder simplifies reporting and helps bring your data to life for stakeholders. It lets you analyze any aspect of your company’s financial data — such as cash balances, inflows and outflows, payment details, and currencies — using a pivot table interface with rich chart visualizations.

You can save views as a table or chart (bar, line, or pie), then pin them to your dashboards or export them. If you’re not yet familiar with dashboards, you can learn more on the dashboard page.

In the View Builder tab, you can:

• Perform Excel-style analyses using pivot tables — no exporting or reformatting required
• Visualize your data using customizable chart types
• Save and pin views to a dashboard for quick access
• Update saved views with the latest data to track trends and identify deviations
• Export your views as CSV files (PDF export and automated report scheduling are coming soon)

Additional features:

• Smart chart suggestions – Get automatic recommendations based on commonly used charts and metrics.
• Advanced filtering – Filter by amount, counterparty, description, currency, account, market, and more.
• Streamlined report creation – Duplicate and tweak existing reports for faster analysis.

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How it works

To get started:

1. Go to the View Builder tab and click Create View or select a suggested report
2. Select the dataset you want to analyze
3. Choose the values to display (e.g. amount, count, FX rate) and select a time range
4. Choose the values to display (e.g. amount, count, FX rate) and select a time range
5. Apply filters to focus on specific data — such as entity, market, or third party
6. Select your preferred chart type:
   • Table
   • Bar chart
   • Pie chart
   • Line chart
7. Save your view, pin it to a dashboard, or export it

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Use account groups for better filtering

You can create your own filters under Settings > Accounts and Entities > Account Groups. For example, group accounts by fund type (restricted vs. unrestricted) or account type (investment, operational, reserve) to tailor your views and dashboards.

Below are some examples of views that you can add to a dashboard in different formats. Want to learn how? Visit the dashboard documentation to see how to add saved views as widgets.

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Example views