Toolbar and Views

The toolbar holds every control that shapes what the river shows: time, scale, colors, filters, layout, and saved views. Most state lives in the URL — copy the address bar to share an exact view.

Setting the date range and color baseline

The date range button opens a calendar with one-tap range presets and a color baseline picker:

• Range presets — All Time, Year to Date, Last 12 / 6 / 3 Months, Last Month, This Month. Or click two months to set a custom range.
• Color baseline — what the segment colors are computed against: Same Month Last Year (default), Prior Month, 3-Month Trailing Avg, or 6-Month Trailing Avg. Changing this triggers a refetch — the lookback window expands to cover the new baseline.

Choosing a height metric

The Height button picks what each band's thickness represents — revenue, profit, quantity, or support cases:

The list filters by your role's permissions. Switching the metric reflows the entire river to the new baseline.

Groupings

Groupings are not in the toolbar — they live in the Configure gear next to the Y-axis breadcrumb. See Y-axis and height metrics for details.

Filtering the river

The Filter button opens a popover with two tabs — Issues and River:

The Issues tab filters the issue overlay (severity, category, status, "Unseen Only"). The River tab filters the bands themselves. Filters here are URL-persisted — saved Views can carry them.

View modes and comparison

The view-mode button on the right of the toolbar switches the layout itself:

• Normal — standard layout.
• Dense — fit all months in the viewport, no horizontal scroll. Disables Comparison and Summary.
• Compressed — fit all bands in the viewport, no vertical scroll.

Toggle Comparison in the toolbar to split the canvas into two periods side by side:

The date selector becomes a comparison-type picker — month-vs-prior, month-vs-same-last-year, month-vs-trailing-average, or two custom ranges. Only the periods themselves are stored in the URL, so the exact preset name doesn't always survive a reload.

Saving, sharing, and reusing views

The Views button on the left of the toolbar is your saved-view library:

• Save Current View — bookmark the current toolbar + Y-axis + filter state with a name.
• Share This View — copy a link that reproduces the exact view.
• Company section — saved views shared across the org. Click a view name to load it; click the … menu on a row to rename, edit, or delete.

Saved views are URL snapshots — loading one rewrites every toolbar control at once.