# Views

Create views for:

* Books of business for different account managers or CSMs
* Accounts that are at risk or have upsell opportunities based on a wide array of signals
* Customers with revenue > $5,000 who onboarded in the last month and their progress against the onboarding [Project Templates](/pylon-docs/account-intelligence/tasks-and-projects/project-templates.md)

## Spreadsheet

Use the spreadsheet view to quickly make edits to fields on accounts and visualize account fields. 

Customize your columns by choosing fields you've set up on your Accounts to display. Columns can be reordered or resized. Finalize your view before saving into a view for yourself or your team. 

You can also manipulate your view with Account-based filter fields, similar to how you would with Issue [Views](/pylon-docs/support-workflows/issues/views.md#filters).

Here's an example of a custom Accounts view set to filter for current customers:

<figure><img src="/files/MD6X5deDTzcIN8EO7Shu" alt=""><figcaption></figcaption></figure>

### Aggregations

Add column level aggregations, for example to sum revenue across a book or count the number of accounts that have a field filled.

<figure><img src="/files/BVVZccfttb3NgzJ1Hb0A" alt="" width="167"><figcaption></figcaption></figure>

### Formatting

Create conditional formatting rules to change font color cell color based on a range of conditions.

<figure><img src="/files/VPbawojPd3czbf9Vykq1" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/views.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.