> For the complete documentation index, see [llms.txt](https://docs.usepylon.com/pylon-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/views.md).
# Views
Customize how you view and act on accounts
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)
## Sharing and editing
When saving a custom view, use **Who can view?** to choose **Anyone**, **Some members** (specific users and teams), or **Only me**. Use **Who can edit?** to choose who can update the saved view. Editors must also be included in its viewing audience.
Editors can save changes to the shared view, rename it, change its sharing settings, and delete it. Other viewers can change filters, sorting, and columns temporarily and create their own view, but can't overwrite the shared view.
## 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:
### Aggregations
Add column level aggregations, for example to sum revenue across a book or count the number of accounts that have a field filled.
### Formatting
Create conditional formatting rules to change font color cell color based on a range of conditions.
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