Manage Views

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

This section explains how to open, add, update, share, and delete Report Views in the Bold Reports^® On-Premise.

Note: Starting from v6.x, the Views option has been hidden by default from the Report Server context menu. Please refer to this section for more information.

Report Views in Old Viewer

Add the Report Views

1. Click the parameter icon at the top and select Save to add a report view.

   

   

   Enter a name for the new view and click Save as shown in the following figure.

   

   After views saved, you can save the same view again in a new name by clicking Save As.

   A view icon will be available for the report, which contains parameters.

2. Views will be added, and saved Report Views will be displayed in the Saved Views panel.

   

Open the Report Views

1. Saved Report Views of each report will be listed in the context menu of the respective report.

   

   

2. Click the report view.

3. The saved view will be opened.

   The URL will include the name of the saved view.

Share the Report Views

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

1. To share the report views, click the share icon of the respective report view from the Saved Views panel.

2. Click the Manage Access button.

3. Select the users or groups to share the report view.

4. After selecting the users or groups, click on the Add button.

Copy the Report Views link

To copy the Report Views link, click the copy icon of the respective report view from the Saved Views panel.

Delete the Report Views

To delete the Report Views, click the Delete icon of the respective report view from the Saved Views panel.

Report Views in new viewer

Support for managing views in new Viewer begins at version 5.2.26.

Add the Report Views

1. Click the parameter icon in the right corner and select Save to add a report view.

   

   

   Enter a name for the new view and click Save as shown in the following figure.

   

   After views are saved, you can save the same view again in a new name by clicking Save As.

   A view icon will be available for the report, which contains parameters.

2. Views will be added, and saved Report Views will be displayed in the Saved Views panel.

   

Open the Report Views

1. Saved Report Views of each report will be listed in the context menu of the respective report.

   

   

2. Click the report view.

3. The saved view will be opened.

   The URL will include the name of the saved view.

Share the Report Views

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

1. To share the report views, click the share icon of the respective report view from the Saved Views panel.

2. Click the Manage Access button.

3. Select the users or groups to share the report view.

4. After selecting the users or groups, click on the Add button.

Copy the Report Views link

To copy the Report Views link, click the copy icon of the respective report view from the Saved Views panel.

Delete the Report Views

To delete the Report Views, click the Delete icon of the respective report view from Saved Views panel.

Breaking changes in the context menu

• Starting from v6.x, the Views option is visible only on the Report Preview page. In the Report Listing page context menu, the Views option is set to hidden by default.

• If you still need the option in the context menu, navigate to Settings -> Configuration -> reporting/config.xml, set the <EnableViewsInReportsMenu> node to true, and then save the changes.
  <EnableViewsInReportsMenu>true</EnableViewsInReportsMenu>

• Now you can find the view option in the context menu.