How do I save a filtered report view in Cloud Reporting?

Report Views is a saved parameters information for the report and can be applied to viewer while viewing the report with Bold Reports® Report Server. This can be shared, updated, and deleted only to the user who created it.

In Bold Reports® Cloud, you can open, add, update, share, and delete Report Views.

Note: Starting from v6.1, We plan to deprecate Views. For more information, please refer to this section.

How to add a report view

You add a report view by clicking the view icon at the top right corner of a report that has parameters and selecting Save.

  1. Click the view icon at the top right corner, and then select Save.

    View Icon

    Save View

    Enter a name for the new view, and then click the Tick button.

    New report view name field with the Tick button

    After you save a view, you can save it again with a new name by clicking the Save As icon at the top right corner. Save As icon for saving a report view with a new name

    The view icon is available only for reports that contain parameters.

  2. Find the saved report view in the Saved Views panel.

    View Report views

How to open a report view

The saved report views of each report are listed in the context menu of that report.

Saved report views listed in the report context menu

How to share a report view

You share a saved report view from the Saved Views panel by clicking its share icon and adding users or groups in Manage Access.

Saved Report Views can be shared with other users and groups in the Bold Reports® Report Server. They can be also shared to anonymous users.

  1. Click the Share icon of the report view in the Saved Views panel. Share Report View

  2. Click Manage Access. Share Report View popup

  3. Select the users or groups to share the report view. Add permission to a report view

  4. Click Add. Add button for sharing the report view with selected users

You copy a report view link by clicking the Copy icon of the report view in the Saved Views panel.

Copy icon for a report view link in the Saved Views panel

How to delete a report view

You delete a report view by clicking the Delete icon of the report view in the Saved Views panel.

Delete icon for a report view in the Saved Views panel

Frequently asked questions

Why don’t I see the view icon for a report?

The view icon is available only for reports that contain parameters. A report without parameters has no Report Views.

Who can update or delete a report view?

Only the user who created a report view can share, update, or delete it.

Can I share a report view with users who do not sign in?

Yes. Saved Report Views can be shared with users and groups on the Report Server, and also with anonymous users.

Are Report Views still available?

Report Views are planned for deprecation from v6.1, and the Views option was removed from the Report Server context menu.

Breaking changes from v6.x

  • Views is planned for deprecation.

  • Initially, we removed the Views option in the Report Server. Report context menu without the Views option