How to Utilize and Manage Report Views in Bold Reports Server

Report Views allow you to save specific parameter configurations for a report, enabling you to quickly access filtered data without re-entering values. This feature is essential for users who frequently analyze the same data subsets or need to share specific report states with colleagues.

Step-by-Step Instructions

Create a New Report View

To save your current parameter selection as a reusable view:

Open a report containing parameters in the Bold Reports Server and select the desired parameter values from the parameter dropdown. Select Save.
Enter a descriptive name for your view and click the Save button.
To create a variation of an existing view, use the Save As option to save it under a different name.

2. Open a Saved Report View

You can access your saved views directly from the report listing or within the viewer:

From the Report Listing: Click the More options (three dots) icon next to a report. Select Views from the context menu to see a list of saved views.
From the Viewer: Click the Views icon in the toolbar. All your saved views will appear in the Saved Views panel.
Click on a view name to apply the saved parameters and refresh the report.

3. Sharing a Report View

Sharing allows other users or groups to see the report with your specific parameter settings:

Open the Saved Views panel within the report viewer.
Click the Share icon next to the view you wish to distribute.
Click Manage Access.
Select the specific users, groups, or choose Anonymous to share the view externally.
Click Add to confirm permissions.

4. Manage and Delete Views

You can update or remove views you no longer need:

To Copy a Link: Click the Copy icon in the Saved Views panel to get a direct URL to that specific view.
To Delete: Click the Delete (Trash) icon next to the view name in the panel.

5. How to Disable Report Views

If you need to restrict the use of report views or hide the option from the user interface:

Hide from Main Menu: In version 6.x and above, the Views option is hidden by default in the report listing context menu to streamline the interface.
Disable via Configuration (On-Premise):
- Click the profile icon, then select Manage Sites from the popup menu (Admin access required).
- In the Manage Sites section, click the Settings icon in the left sidebar. Select Configuration from the menu options.
- Locate the file selection dropdown and choose the reporting/config.xml file. in the config.xml file, find the <EnableViewsInReportsMenu> XML tag.
- Update the tag value as true or false to hide or unhide the views in the report listing context menu then click Save to apply the changes.
Views Disabled in the report listing context Menu
Views Option available in report listing context menu